Bruce Toone
Bruce Toone is a registered investment advisor at Gwn Securities INC., based in Gaithersburg, MD, with 13 years of industry experience. Bruce 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
8 Granite Place, #34, Gaithersburg, MD, 20875
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Regulatory History
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
Bruce is the owner of a CPA firm (Toone & Assoc, LLP) since 2000, working full-time. He also has partial ownership in a rental office space and is an independent agent selling various insurance products, including life, disability, and annuities, and is a general partner in a rental real estate business. Bruce also works full-time as a financial professional under ABMM Financial.
Employment History
Current Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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.