Dustin Rudman
Dustin Rudman is a CFP-designated registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 22 years of industry experience. Dustin 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
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Regulatory History (1)
Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Dustin is an independent insurance agent selling disability, fixed annuities, life/accident/health, and LTC insurance products, dedicating a few hours per week to this. He is also a managing member of Schockproof Insurance LLC, providing fixed annuity and insurance products, which takes about a quarter of his time. Dustin is also a board member of Rolling Acres Home Owners Association, dedicating minimal time.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Garden State Securities, INC.Broker
First Montauk Securities CORP.Broker
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.