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 based in Bluffton, South Carolina, working with Gwn Securities Inc. Stephen has previously held positions 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. Stephen has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Stephen 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 66

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

$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

Stephen Arthur Work History

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

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

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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