Allan Vera (CRD# 5980333) is an Investment Advisor Representative working at Gwn Securities Inc. in Chester, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities, Inc, | Palm Beach Gardens, FL | Jun 2018 - Current | 5 |
| Vera Capital Management, LLC | Chester, NJ | Jun 2017 - Current | 6 |
| Gradient Advisors, LLC | Arden Hills, MN | Jun 2017 - Jun 2018 | 1 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Jun 2016 - Jun 2017 | 1 |
| Vera Reliable Car Service | Bernardsville, NJ | Aug 2012 - Apr 2017 | 4 |
| The Investment Center Inc. | Clinton, NJ | Sep 2015 - Jun 2016 | < 1 |
| Tranquilli F.a. | Clinton, NJ | May 2015 - May 2016 | 1 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Nov 2014 - Jul 2015 | < 1 |
| The Investment Center Inc. | Warren, NJ | May 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- NJ
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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