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Christopher Mcmanus

Advisor at GWN Securities Inc.

Updated today
GWN Securities Inc. logo

Firm

GWN Securities Inc.

Location

Bryan, TX 77802

Credentials

CFP®, Series 63

Industry experience

22 years

Client services

Financial planning Portfolio management Selection of other advisers Market timing

Fee options

Fixed

Flat fees may be charged for financial planning or consulting services; specific amounts not stated.

Percentage

$0 - $250,000: 1.50% (GWN Managed Account Program blended tier example); Platform Fees vary by program, e.g., Fund Strategist Portfolio Program total including optional max manager fee 1.17% $250,000 - $500,000: 1.25% (GWN Managed Account Program blended tier example); Platform Fees lower tiers for other programs, e.g., 1.12% Fund Strategist total including optional max manager fee $500,000 - $1,000,000: 1.00% (GWN Managed Account Program blended tier example); Platform Fees continue to decrease with asset size, e.g., 1.07% Fund Strategist total including optional max manager fee $1,000,000 - $2,000,000: 0.50% (GWN Managed Account Program blended tier example); Platform Fees as low as 0.94% total including optional max manager fee for assets over $5,000,000 in Fund Strategist Portfolio Program

Commissions

Commissions may be earned on new deposits to legacy accounts with SBG or Valic and on new deposits into existing variable annuity contracts.

Project-based

Hourly charges may apply for certain financial consulting or planning services; specific rates not stated.

Other

Account minimum: $25 Minimum fee: Platform fees have minimum annual fees: Fund Strategist Portfolio Program $60; Separately Managed Account $65; Unified Managed Account $65; Advisor Directed Program $25; GWN Managed Account Program $250 minimum annual fee; GWN Premier Program $250 minimum annual fee; GWN Total Access Program $250 minimum annual fee; FMAX Program $250 minimum annual fee Fee-only: Financial consulting and planning services offered; fees are negotiable and may be flat fees or hourly, details not explicitly stated.

Work history

GWN SECURITIES, Inc.

2019 - Present (7 years)

Ameritas Investment Corp.

2017 - 2019 (2 years)

CCF Investments, Inc.

2013 - 2017 (4 years)

Capital Choice Financial Services

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott M

CFA®, CFP®

Bryan, TX

Charis Legacy Partners

I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.

Equity Recipients (RS/RSU, SOP, ESPP) Active portfolio management General tax planning

Elizabeth C

Series 66

College Station, TX

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Educators, Teachers, and Academics

Shana E

CFP®, Series 63, Series 66

College Station, TX

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner

Randall M

Series 66

College Station, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Nicholas R

Series 66

College Station, TX

Merrill

Nicholas Reynolds is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, Nicholas offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Nicholas's expertise includes helping clients manage competing financial demands such as home purchases, college savings, eldercare, and healthcare planning. As a Personal Investment Advisor (PIA), he collaborates one-on-one with clients to define their objectives and select portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. He holds a bachelor's degree from Texas A&M University System.

Wealth management College savings (529s, UTMA, etc.) Elder care planning Caring for aging parents General retirement planning

Tray P

Series 63, Series 65

College Station, TX

Merrill

Tray Parks is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 2005. He employs a disciplined process that prioritizes understanding each client’s unique needs, concerns, and priorities. Tray is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds a Bachelor of Science degree from Sam Houston State University and is a graduate of Bryan High School. Tray works with a select group of families and corporate executives across industries such as oil and gas, insurance, and higher education, focusing on long-term financial strategies including retirement and educational planning. His areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income. Tray resides in Bryan, Texas, with his wife Stacey and their daughters Taylor and Abbey. Outside of work, he spends time with his family, playing golf, reading, and remaining actively involved in the Bryan/College Station community.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies General retirement planning Founder/Business Owner Executive Young Families Mid-Career Professionals
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