Glenn
Mayo

Gwn Securities Inc

CRD#2520054
Investment Advisor
in Corpus Christi, TX

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About this Advisor

Glenn Mayo is a financial advisor based in Corpus Christi, Texas, working with Gwn Securities Inc. Glenn has previously held positions at South Texas Benefits, LLC, Institutional Securities Corp, and Gwn Securities, Inc. Glenn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Glenn is part of Gwn Securities Inc, which operates out of Corpus Christi, Texas. 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 63, Series 65

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

5402 Holly Road Build. B, Suite 2108
Corpus Christi, TX 78411

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

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

755

TX Average: 62
Total Number of Accounts

62,656

TX Average: 2,474
Average Account Size

$49,151

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

Glenn Mayo Work History

2017 - Present (7 years)

Gwn Securities, Inc

1998 - Present (26 years)

South Texas Benefits, LLC

2001 - 2017 (16 years)

Institutional Securities Corp

Disclosures

Please visit the SEC profile of Glenn Mayo 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

Timothy Howell
Palm Beach Gardens, FL
Anthony Decristofaro
Pasadena, CA
Michael Dilella
Iselin, NJ
Victor Vera Arias
Palm Beach Gardens, FL
Brian Lacrosse
Palm Beach Gardens, FL
Trace Horevitz
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

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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