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Andrew Borgna

Gwn Securities INC.
13 Years of Experience
Henderson, NV
BrokerSells Insurance
View SEC Summary
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Andrew Borgna is a registered investment advisor at Gwn Securities INC., based in Henderson, NV, with 13 years of industry experience. Andrew 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.

Gwn Securities INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,793 clients
Average Client Portfolio
$126K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2470 Saint Rose Parkway, Suite 102, Henderson, NV, 89074

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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.

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Other Business ActivitiesSells Insurance

Andrew is an agent appointed with Asset Wealth Management, providing quotes, preparing applications, and delivering life insurance and annuity policies. He also works as a financial professional for Hope Financial Solutions and sells insurance through New Directions Financial Group, dedicating full-time hours to these activities.

Employment History
Current Registrations
Gwn Securities INC.
May 2023 - Present · 3 yrs 5 mos
Gwn Securities INC.Broker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Ameritas Investment CORP.Broker
June 2017 - July 2018 · 1 yr 1 mo
Ccf Investments, INC.Broker
September 2013 - June 2017 · 3 yrs 9 mos
State Registrations18 states
AZCACOFLGAINMONCNENMNVORSDTNTXUTWAWI
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.
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