Philip Gasser
Philip Gasser is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 26 years of industry experience. Philip 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsHistory
Regulatory History (2)
Criminal
May 1994Criminal
February 1989Other Business ActivitiesSells Insurance
Philip is involved with Hudson Retirement Group, selling fixed annuities, indexed annuities, life insurance, and financial services since 2012. This takes about half of Philip's time.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Timeless Portfolio Solutions, INC.
Pmg Securities CorporationBroker
Baird Management CorporationBroker
Washington Square Securities, INC.Broker
State Registrations3 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.