Gregory Holman
Gregory Holman is a registered investment advisor at Gwn Securities INC., based in Wayne, PA, with 14 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37,793 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Schedule represents the standard GWN Managed Account Program. Other programs such as Premier, Total Access, and FMAX have separate fee schedules or negotiable rates up to 2.00%.
Fee Estimator
Location
940 West Valley Road, Suite 1200, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Criminal
October 1993Other Business ActivitiesSells Insurance
Gregory is a financial advisor with Financial Independence Group (FIG), selling life insurance based products, dedicating minimal time. He is also a Registered Rep with Kades Margolis, spending nearly full-time hours in this role.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.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.
Exams
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