Aaron Holder is a CFP-designated registered investment advisor at Gwn Securities INC., based in San Antonio, TX, with 16 years of industry experience. Aaron 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
San Antonio, TX
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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
Aaron is an insurance agent offering life, health, and fixed annuity insurance, dedicating about a quarter of his time to this. He also owns Pure Talent Sports, advising families on high school athlete recruitment, and works full-time as a Financial Professional for Legacy Retirement & Investment Services.
Employment History
Current Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Legend Advisory Corporation
Legend Equities CorporationBroker
Isc Advisors, INC.
Institutional Securities CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations4 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.