Loren Emil Barrett
Investment adviser representative at Gwn Securities Inc.
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
11 years in the industry.
- Gwn Securities, Inc.Jul 2023 to now
- Tsa Private Equity Real EstateNov 2021 to Jul 2022
- PetcoMay 2021 to Sep 2021
- Santa Clara UniversitySep 2019 to Jun 2023
- Highland Park High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7781497
- Firm CRD
- 128929