Gw Financial
Gw Financial (CRD# 110478) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $107,619,265 in 146 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management108MILLION
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Total Number of Accounts146ACCOUNTS
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Average Account Value$737,118
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, HI, TX
Scott Anderson (CRD# 4113189) is an Investment Advisor Representative working at Gw Financial in Costa Mesa, CA and has over 17 years of experience in the finance industry. Scott Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Julianna Bray (CRD# 4942635) is an Investment Advisor Representative working at Gw Financial in Costa Mesa, CA and has over 8 years of experience in the finance industry. Julianna Bray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Peple Burton (CRD# 2295874) is an Investment Advisor Representative working at Gw Financial in Scottsdale, AZ and has over 25 years of experience in the finance industry. Peple Burton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.