Stephen
Arthur

Gwn Securities Inc

CRD#6569529
Investment Advisor
in Bluffton, SC

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About this Advisor

Stephen Arthur is a financial advisor who works in Bluffton, South Carolina with 3 years of relevant experience. Arthur is currently employed by Gwn Securities Inc. The advisor has gained experience at Hilton Head Resort, Lowe'S Home Center, LLC, Bankers Life And Casualty Company, Harris Teeter, Giuseppi'S Pizza & Pasta, Aig Financial Network, Massmutual, Mml Investors Services, Harbor Light Insurance And Wealth Advisors LLC and Gwn Securities, Inc. Arthur maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in South Carolina. Gwn Securities Inc is a registered investment firm headquartered in Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 people on staff. It handles $3 billion in total assets among its 58,177 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 58,177 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial management fees largely depend on which services are offered. However, fees charged by Gwn Securities Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

97A Towne Dr
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

Stephen Arthur Work History

Stephen has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Harbor Light Insurance And Wealth Advisors LLC

2020 - Present (4 years)

Gwn Securities, Inc

2015 - Present (9 years)

Giuseppi'S Pizza & Pasta

2019 - 2020 (1 year)

Mml Investors Services

2016 - 2017 (1 year)

Massmutual

2015 - 2015 (< 1 year)

Bankers Life And Casualty Company

2015 - 2015 (< 1 year)

Harris Teeter

2015 - 2016 (1 year)

Aig Financial Network

2008 - 2015 (7 years)

Lowe'S Home Center, LLC

2006 - 2014 (8 years)

Hilton Head Resort

*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 Stephen Arthur 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

Kerry Hawver
Palm Beach Gardens, FL
Gary Oconnor
Palm Beach Gardens, FL
Joshua Miller
Wayne, PA
Lingan Deitrick
Iselin, NJ
Justin Heaslip
Iselin, NJ
Roy Weiss
Williamsport, PA
Sergey Lyubyatinskiy
Los Angeles, CA
Brock Rowlett
Owasso, OK

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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