Darren
Moffitt

Gwn Securities Inc

CRD#4843273
Investment Advisor
in South Jordan, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Darren Moffitt is an investment advisor located in South Jordan, Utah. Currently a registered investment advisor with Gwn Securities Inc, Moffitt has 10 years of professional experience. Moffitt maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Moffitt is able to serve customers in Utah. During their career, the advisor has held roles at Legend Equities Corporation and Gwn Securities Inc. Gwn Securities Inc is headquartered in South Jordan, Utah. In aggregate, Gwn Securities Inc oversees $2 billion in assets across 50,339 client accounts and employs more than 650 people. The amount of assets the firm manages makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 50,339 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Gwn Securities Inc provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

1268 West South Jordan Parkway Ste. 201
South Jordan, UT 84095

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,286,554,088

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

650

UT Average: 62
Total Number of Accounts

50,339

UT Average: 2,474
Average Account Size

$45,423

UT Average: $750,025

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Darren Moffitt Work History

Darren has 10 years of experience.

2012 - Present (10 years)

Gwn Securities Inc

2010 - 2012 (2 years)

Legend Equities Corporation

Disclosures

Darren Moffitt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gwn Securities Inc

Michael Leake
Palm Beach Gardens, FL
Michael Jones
Matthews, NC
Shannon Suarez
Palm Beach Gardens, FL
Steven Schramm
Palm Beach Gardens, FL
Laurie Allen-Raymond
Palm Beach Gardens, FL
Todd Seagrave
Palm Beach Gardens, FL
Tyler Ferguson
Palm Beach Gardens, FL
Allen Tollett
Fritch, TX

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started