Allan Vera is a registered investment advisor at Gwn Securities INC., based in Chester, NJ, with 11 years of industry experience. Allan 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
1 Mill Ridge Lane, Suite 201, Chester, NJ, 07930
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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
Allan sells annuities through The Annuity Store and life insurance and annuities as President of an insurance business, dedicating about 10-20% of his time and about a quarter of his time respectively. He also serves as President and Investment Advisor Representative for Vera Capital Management, LLC, managing retirement funds full-time, and owns rental property, dedicating minimal time.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Gradient Advisors, LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
The Investment Center, INC.Broker
Gwn Securities INC.Broker
The Investment Center, INC.Broker
State Registrations2 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.