Mark TrawickCRD 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.
Axa Advisors, LLC
Patton Albertson Miller Group, LLC
Stifel, Nicolaus & Company, Incorporated
|Gwn Securities||Macon, GA||Aug 2011 - Current||5|
|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|
Total Assets Under Management1,387MILLIONS
Total Number of Accounts21,091ACCOUNTS
Average Account Value$65,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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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