Gwn Securities Inc
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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
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Gwn Securities Inc Brokerage Details
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.*
Gwn Securities, Inc
Sole Financial Group LLC
First Energy Corp
Pfs Investments Inc
Davey Resource Group
*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.
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
Palm Beach Gardens, FL
Palmetto Bay, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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 email@example.com.
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