Allen Secor
Allen Secor is a registered investment advisor at Gwn Securities INC., based in Landrum, SC, with 49 years of industry experience. Allen 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
Landrum, SC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1996Other Business ActivitiesSells Insurance
Allen is the president of Great Lakes Financial Group, Inc., a marketing company, and a director of The Norman A Schoell Charitable Foundation, Inc. He also works as an insurance agent selling life, long-term care, and disability insurance, manages humanitarian projects for Secor Family Assembly, and works as a musician.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Pmg Securities CorporationBroker
Legend Equities CorporationBroker
Legend Capital CorporationBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations13 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.