Brock
Rowlett

Gwn Securities Inc

CRD#4407834
Investment Advisor
in Owasso, OK

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About this Advisor

Brock Rowlett is a financial advisor based in Owasso, Oklahoma, working with Gwn Securities Inc. Brock has previously held a position at Gwn Securities Inc. Brock has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Brock is part of Gwn Securities Inc, which operates out of Owasso, Oklahoma. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

14501 E. 89Th St. N.
Owasso, OK 74055

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

OK Average: $1,855,561,029
Total Number of Employees

755

OK Average: 62
Total Number of Accounts

62,656

OK Average: 2,474
Average Account Size

$49,151

OK Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Brock Rowlett Work History

2013 - Present (11 years)

Gwn Securities Inc

Disclosures

Please visit the SEC profile of Brock Rowlett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gwn Securities Inc

Timothy Howell
Palm Beach Gardens, FL
Trace Horevitz
Palm Beach Gardens, FL
Mark Schindler
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Brian Lacrosse
Palm Beach Gardens, FL
Jennifer Baron
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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