Aaron
Holder

Gwn Securities Inc

CRD#5502980
Investment Advisor
in San Antonio, TX

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About this Advisor

Aaron Holder is a certified financial planner who works out of San Antonio, Texas, who has 7 years of relevant experience. Holder works at Gwn Securities Inc. During their career, the advisor has held roles at Institutional Securities Corp, Team Financial Group, Legend Equities Corporation, Legend Advisory Corporation, Planmember Securities Corporation and Gwn Securities, Inc. Holder has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. 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 employees. It manages $3 billion in assets under management among its 58,177 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 58,177 accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The company 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 advisory fee schedules are based on which service is offered. Fee types charged by Gwn Securities Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

San Antonio, TX

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

TX Average: 62
Total Number of Accounts

58,177

TX Average: 2,474
Average Account Size

$48,798

TX Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Aaron Holder Work History

Aaron has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Gwn Securities, Inc

2016 - 2016 (< 1 year)

Planmember Securities Corporation

2014 - 2016 (2 years)

Legend Equities Corporation

2014 - 2016 (2 years)

Legend Advisory Corporation

2013 - 2014 (1 year)

Institutional Securities Corp

2012 - 2014 (2 years)

Team Financial 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.

Disclosures

Please visit the SEC profile of Aaron Holder 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
Christopher Mcmanus
Palm Beach Gardens, FL
Stephen White
Owasso, OK
Gary Oconnor
Palm Beach Gardens, FL
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Bryan Merillat
Chelsea, MI
Michael Stone
Palmetto Bay, 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 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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