Katy, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,736,613,823
ClientsTotal clients
37,763
AdvisorsAdvisors at this office
2
Of 446 advisors across 214 offices
Location
2717 Commercial Center Blvd., Suite E204
Katy TX 77494
Advisors at this office
2
Advisors at this office
Brian M
CFP®, Series 63, Series 65
Katy, TX
GWN Securities Inc.
Brian Mccaffrey is a CFP® professional with 13 years of industry experience, currently with GWN Securities Inc. since 2020. He previously worked at Equitable Advisors and Axa Advisors, each for seven years. He also operates McCaffrey Wealth Management, LLC, where he provides investment advice, financial planning, and assists clients with annuity and life insurance options. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning solutions. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.
Richard B
CFP®, Series 63, Series 65, Series 66
Katy, TX
GWN Securities Inc.
Richard Becker is a CFP® with 18 years of experience in the financial services industry. He is currently affiliated with GWN Securities Inc. and has previously worked at Ameriprise, American Tax Group, and Planmember Securities Corporation. Becker is also involved in independent insurance brokering with multiple life and disability insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs on the Fidelity-supported FMAX platform.
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