Gwen Garrison
Gwen Garrison is a registered investment advisor at Osaic Wealth, INC., based in Peachtree City, GA, with 28 years of industry experience. Gwen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2011 Commerce Dr N, Peachtree City, GA, 30269
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Regulatory History (1)
Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Gwen is the President and a financial advisor at LifePlan Financial Advisors, providing financial planning and managed accounts, dedicating nearly full-time hours to this role. Gwen also sells fixed insurance and annuity products and is a solicitor for Symbil Robo Advisor, spending a few hours per week on each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations8 states
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.