Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers various managed account programs with fees based on assets under management. These fees cover the firm's services, and in some cases, a portion is paid to sub-advisers. The FMAX programs have platform fees that vary depending on the program and asset level. Minimum annual platform fees range from $25 to $65 per account. No commissions or 12b-1 fees are earned by GWN Securities on any assets held in advisory accounts with some exceptions.
Areas of Practice
Advisor Information
Office location
Landrum, SC
Get directionsRegulatory History (1)
Employment Separation After Allegations
June 1996Other Business ActivitiesSells Insurance
Allen is the president of Great Lakes Financial Group, Inc., a marketing company, and a director of The Norman A Schoell Charitable Foundation, Inc. He also works as an insurance agent selling life, long-term care, and disability insurance, manages humanitarian projects for Secor Family Assembly, and works as a musician.