George
Filepp
Gwn Securities Inc
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About this Advisor
George Filepp is a certified financial planner based in Palm Beach Gardens, Florida with a total of 9 years of industry experience. Filepp is an employee of Gwn Securities Inc. Throughout their career, they have worked at Gwn Securities Inc, George Edward Filepp Public Accountant and The Investment Center, Inc. Filepp maintains a Series 63 license, which qualifies them as a securities representative, and is registered to operate in New Jersey. Gwn Securities Inc is a registered investment firm that has its headquarters in Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 employees. It controls $3 billion in total assets between its 58,177 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 58,177 client accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial advisory fee schedules usually vary depending on which service is offered. Fee types billed by Gwn Securities Inc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
George Filepp Work History
George has been registered as a financial advisor for 9 years.*
Gwn Securities Inc
George Edward Filepp Public Accountant
The Investment Center, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Filepp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Palm Beach Gardens, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
