Mark Trawick, financial advisor Macon GA
93 score

Mark Trawick

CRD Number: 4451878
Current Firm: Gwn Securities Inc.

Mark Trawick (CRD# 4451878) is an Investment Advisor Representative working at Gwn Securities Inc. in Macon, GA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Macon, GA Aug 2011 - Current 6
Ing Financial Partners, Inc. Macon, GA Jan 2011 - Aug 2011 < 1
Ing Financial Advisers, LLC Macon, GA Apr 2010 - Aug 2011 1
Ing Financial Partners Macon, GA Nov 2006 - Apr 2010 3
Cuna Brokerage Services, Inc. Waverly, IA Feb 2003 - Nov 2006 3
Midsouth Federal Credit Union Macon, GA Feb 2005 - Oct 2006 1
Express Tax Of Macon Macon, GA Feb 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Mark C. Trawick
Phone Number: 561-472-2700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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