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 based in Bluffton, South Carolina, working with Gwn Securities Inc. Shawn has previously held positions at Asplundh, Pfs Investments Inc, Davey Resource Group, Acrt, First Energy Corp, Sole Financial Group LLC, and Gwn Securities, Inc. Shawn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Shawn is part of Gwn Securities Inc, which operates out of Bluffton, 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 65, Series 63

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

$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

Shawn Mcmullen Work History

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

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

Julie Aranowitz
Palm Beach Gardens, FL
Bret-Michael Destefano
Palm Beach Gardens, FL
Daniel Fiala
Palm Beach Gardens, FL
Lori Brabham
Pensacola, FL
Brian Lacrosse
Palm Beach Gardens, FL
Mark Schindler
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Shawn Finley
Palm Beach Gardens, FL

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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