Shawn
Mcmullen

Gwn Securities Inc

CRD#6569871
Investment Advisor
in Bluffton, SC

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About this Advisor

Shawn Mcmullen is a financial advisor operating in Bluffton, South Carolina with 2 years of relevant experience. Mcmullen is on the advisory team at Gwn Securities Inc. During their career, the advisor has held roles at Asplundh, Pfs Investments Inc, Davey Resource Group, Acrt, First Energy Corp, Sole Financial Group LLC and Gwn Securities, Inc. Mcmullen has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in South Carolina. Gwn Securities Inc is an advisory company that has its headquarters in Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 financial advisors. It manages $3 billion in total assets between its 58,177 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 58,177 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. A financial advisor's fees usually are based on which services the firm provides the client. Fee types billed by Gwn Securities Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

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

29 Plantation Park Drive Suite 117
Bluffton, SC 29910

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

SC Average: 62
Total Number of Accounts

58,177

SC Average: 2,474
Average Account Size

$48,798

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

Shawn Mcmullen Work History

Shawn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gwn Securities, Inc

2020 - Present (4 years)

Sole Financial Group LLC

2017 - 2017 (< 1 year)

Acrt

2017 - 2020 (3 years)

First Energy Corp

2016 - 2020 (4 years)

Pfs Investments Inc

2016 - 2017 (1 year)

Davey Resource Group

2012 - 2016 (4 years)

Asplundh

*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 Shawn Mcmullen 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

John Bannan
Palm Beach Gardens, FL
Brock Rowlett
Owasso, OK
Michael Stone
Palmetto Bay, FL
Justin Heaslip
Iselin, NJ
Randall Richter
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Bryan Merillat
Chelsea, MI

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.

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