CM
CFP
CM
CFP

Christopher Mcmanus

22 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Christopher Mcmanus is a CFP-designated registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 22 years of industry experience. Christopher 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.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher owns timber land, mineral rights, and is a limited partner in a family limited partnership. He also sells life, health, and long-term care insurance and annuities, and receives client contacts from the Dave Ramsey SmartVestor Pro program, dedicating a few hours per week to each of these activities. Christopher is also a finance committee member for Brazos Christian School, spending minimal time per month.

Employment History
Current Registrations
Gwn Securities INC.
January 2023 - Present · 3 yrs 4 mos
Gwn Securities INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Ameritas Investment CORP.Broker
June 2017 - July 2019 · 2 yrs 1 mo
Ccf Investments, INC.Broker
May 2013 - June 2017 · 4 yrs 1 mo
Farmers Financial Solutions, LLCBroker
August 2003 - May 2013 · 9 yrs 9 mos
State Registrations6 states
AZLAMNNCTNTX
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.
Christopher Mcmanus - Financial Advisor | TrueAdvisor