Francis Milo is a registered investment advisor at Gwn Securities INC., based in Yorkville, IL, with 33 years of industry experience. Francis 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
Yorkville, IL
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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
Francis is an owner and insurance agent at Frank G. Milo Insurance Agency since 2006, offering various insurance products and reviewing client needs, dedicating nearly full-time hours to this role. He also works as an Investment Advisor Representative at Latitude Advisors, LLC since 2010, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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