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Mariday Taruc

24 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Mariday Taruc is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 24 years of industry experience. Mariday 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

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.

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Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mariday is an independent insurance agent since 2001, selling various insurance products and dedicating about 10-20% of their time. They are also part owner and director of Titanium Financial & Insurance Services Inc., focusing on fixed annuities, life insurance, health, and P&C, taking nearly full-time hours. Additionally, Mariday is a certified tax preparer and bookkeeper, dedicating about 10 hours a week during the off-season and about 30 hours a week during the busy season.

Employment History
Current Registrations
Gwn Securities INC.
July 2010 - Present · 16 yrs
Gwn Securities INC.Broker
July 2010 - Present · 16 yrs
Previous Registrations
Great American Advisors, INC.
October 2007 - July 2010 · 2 yrs 9 mos
Great American Advisors, INC.Broker
June 2006 - July 2010 · 4 yrs 1 mo
Consumer Concepts Investments, INC.Broker
March 2003 - May 2006 · 3 yrs 2 mos
American General Securities IncorporatedBroker
May 2002 - March 2003 · 10 mos
Continental Capital Investment Services, INC.Broker
November 2001 - May 2002 · 6 mos
Woodbury Financial Services, INC.Broker
August 2001 - November 2001 · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.