Allen
Secor

Gwn Securities Inc

CRD#827902
Investment Advisor
in Landrum, SC

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About this Advisor

Allen Secor is a financial advisor based in Landrum, South Carolina, working with Gwn Securities Inc. Allen has previously held a position at Gwn Securities Inc. Allen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and South Carolina. Currently, Allen is part of Gwn Securities Inc, which operates out of Landrum, South Carolina. 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

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

Landrum, SC

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

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

755

SC Average: 62
Total Number of Accounts

62,656

SC Average: 2,474
Average Account Size

$49,151

SC Average: $750,025

Investment Advisory Services

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

Allen Secor Work History

2004 - Present (20 years)

Gwn Securities Inc

Disclosures

Please visit the SEC profile of Allen Secor 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
Jennifer Baron
Palm Beach Gardens, FL
Mark Schindler
Palm Beach Gardens, FL
Timothy Howell
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Michael Dilella
Iselin, NJ
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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