Andrew Booth
Andrew Booth is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 11 years of industry experience. Andrew 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
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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Regulatory History (1)
Criminal
March 2008Other Business ActivitiesSells Insurance
Andrew works as a Financial Representative for ABMM Financial, engaging in financial services and life insurance sales. This is a full-time commitment for Andrew.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Invest Financial CorporationBroker
Essex National Securities, LLCBroker
State Registrations1 state
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.