Garrett
Stephenson
Gwn Securities Inc
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About this Advisor
Garrett Stephenson is a financial advisor based in Owasso, Oklahoma, working with Gwn Securities Inc. Garrett has previously held positions at Gwn Securities Inc and Oklahoma Christian University. Garrett has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Garrett 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
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$3,079,617,915
755
62,656
$49,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Garrett Stephenson Work History
Gwn Securities Inc
Oklahoma Christian University
Disclosures
Please visit the SEC profile of Garrett Stephenson 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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