Simon VlasCRD Number: 6602685
Current Firm: Gwn Securities Inc.
Simon Vlas (CRD# 6602685) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 5 years of experience in the finance industry.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|Gwn Securities, Inc.||Palm Beach Gardens, FL||Oct 2018 - Current||3|
|Axa Advisors, LLC||New York, NY||Jan 2016 - Oct 2018||2|
|Apple Campus Store||Pullman, WA||Aug 2015 - Dec 2015||< 1|
|Washington State University||Pullman, WA||Aug 2014 - May 2015||< 1|
|Vlas Farms||Lynden, WA||May 2014 - Aug 2014||< 1|
|Washington State University||Pullman, WA||Aug 2013 - May 2014||< 1|
|Jti Commercial Services||Lynden, WA||May 2013 - Aug 2013||< 1|
|Washington State University||Pullman, WA||Aug 2012 - May 2013||< 1|
|Jti Commercial Services||Lynden, WA||May 2012 - Aug 2012||< 1|
|Washington State University||Pullman, WA||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management2,682MILLIONS
Total Number of Accounts51,482ACCOUNTS
Average Account Value$52,093
- 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, WY
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