Colin
Murray
Gwn Securities Inc
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About this Advisor
Colin Murray is a certified financial planner operating in Cranston, Rhode Island, with 4 years of industry experience. Murray is an employee of Gwn Securities Inc. Their career trajectory has included roles at Cco Investment Services Corp, Santander Bank Na, Santander Securities LLC, Nationwide Securities LLC, Nationwide Financial and Gwn Securities, Inc. Murray maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Rhode Island. Gwn Securities Inc is a registered investment business that has its headquarters in Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 advisors. It handles $3 billion in assets under management across its 58,177 customer accounts, making it one of the largest firms in the country by assets under management. Of its 58,177 client accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Gwn Securities Inc can consist 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
Colin Murray Work History
Colin has been registered as a financial advisor for 4 years.*
Gwn Securities, Inc
Nationwide Financial
Santander Bank Na
Santander Securities LLC
Nationwide Securities LLC
Cco Investment Services Corp
*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 Colin Murray 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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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.
