Aaron Grant Holder

CFP

Gwn Securities INC.

15 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Gwn Securities INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

487 advisors

Number of Clients

37,091 clients

Average Client Portfolio

$98K average

Assets Under Management

$3.7B

Fee Structure

Minimum Investment:$2K

Location

San Antonio, TX

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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.

Other Business ActivitiesSells Insurance

Aaron is an insurance agent offering life, health, and fixed annuity insurance, dedicating about a quarter of his time to this. He also owns Pure Talent Sports, advising families on high school athlete recruitment, and works full-time as a Financial Professional for Legacy Retirement & Investment Services.