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 out of Corpus Christi, Texas with a total of 6 years of industry experience. Mayo is an advisor for Gwn Securities Inc. Throughout their career, Mayo has worked at South Texas Benefits, LLC, Institutional Securities Corp and Gwn Securities, Inc. Mayo holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Gwn Securities Inc is a financial advisory company operating out of Palm Beach Gardens, FL. The firm has offices in 25 locations and a total of 755 employees. It has $3 billion in assets under management across its 58,177 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 58,177 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides 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 fee schedules largely depend on which services are provided. Fees charged by Gwn Securities Inc likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

5402 Holly Road Build. B, Suite 2202
Corpus Christi, TX 78411

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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

Glenn Mayo Work History

Glenn has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Gwn Securities, Inc

1998 - Present (26 years)

South Texas Benefits, LLC

2001 - 2017 (16 years)

Institutional Securities Corp

*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 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

Justin Heaslip
Iselin, NJ
Joshua Miller
Wayne, PA
Michael Stone
Palmetto Bay, FL
Stephen White
Owasso, OK
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Lingan Deitrick
Iselin, NJ
Sergey Lyubyatinskiy
Los Angeles, CA

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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