Paul
Moore

Gwn Securities Inc

CRD#1033009
Investment Advisor
in Lubbock, TX

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About this Advisor

Paul Moore is a financial advisor based in Lubbock, Texas, working with Gwn Securities Inc. Paul has previously held positions at Paul D. Moore and Gwn Securities. Paul has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Paul is part of Gwn Securities Inc, which operates out of Lubbock, 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

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

8212 Ithaca Suite 9
Lubbock, TX 79423

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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

Paul Moore Work History

2005 - Present (19 years)

Gwn Securities

1976 - Present (48 years)

Paul D. Moore

Disclosures

Please visit the SEC profile of Paul Moore 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

Richard Becker
Katy, TX
Zachary Gildenberg
Palm Beach Gardens, FL
Jennifer Baron
Palm Beach Gardens, FL
Anthony Decristofaro
Pasadena, CA
Brian Lacrosse
Palm Beach Gardens, FL
Ryan Metzger
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Mark Schindler
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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