Ryan
Christensen

Gwn Securities Inc

CRD#5427670
Investment Advisor
in Wayne, PA

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About this Advisor

Ryan Christensen is a financial advisor based in Wayne, Pennsylvania, working with Gwn Securities Inc. Ryan has previously held a position at Gwn Securities Inc. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Ryan is part of Gwn Securities Inc, which operates out of Wayne, Pennsylvania. 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

940 West Valley Road Suite 1200
Wayne, PA 19087

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

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

755

PA Average: 62
Total Number of Accounts

62,656

PA Average: 2,474
Average Account Size

$49,151

PA Average: $750,025

Investment Advisory Services

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

Ryan Christensen Work History

2008 - Present (16 years)

Gwn Securities Inc

Disclosures

Please visit the SEC profile of Ryan Christensen 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

Brian Lacrosse
Palm Beach Gardens, FL
Trace Horevitz
Palm Beach Gardens, FL
Michael Dilella
Iselin, NJ
Mark Schindler
Palm Beach Gardens, FL
Victor Vera Arias
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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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.

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