David Gettings is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsDavid is involved in several outside business activities, including insurance and fixed annuity sales through Gettings Financial Group LLC, and CPA/tax preparation/estate planning services. He also dedicates time to charitable and community endeavors, such as the Albert P. Gettings Memorial Foundation and the Human Services Center.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.