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Edward Magett

14 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBrokerSells Insurance

Edward Magett is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 14 years of industry experience. Edward 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 (2)
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Criminal
January 1974
Final Disposition
Criminal
July 1972
Final Disposition
Other Business ActivitiesSells Insurance

Edward is an insurance agent offering life insurance and annuities since 2014. He also works as a financial professional under CGAA, Inc., dedicating full-time hours to investment sales.

Employment History
Current Registrations
Gwn Securities INC.
March 2021 - Present · 5 yrs 4 mos
Gwn Securities INC.Broker
November 2015 - Present · 10 yrs 8 mos
Previous Registrations
MML Investors Services, LLCBroker
October 2014 - November 2015 · 1 yr 1 mo
Nylife Securities LLCBroker
September 2011 - August 2014 · 2 yrs 11 mos
State Registrations6 states
DEFLGANYTNVA
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.