Advisor at GWN Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GWN Securities Inc.
Location
Palm Beach Gardens, FL 33418-3764
Credentials
Series 63, Series 65
Industry experience
21 years
Flat fees may be charged for financial planning or consulting services; specific amounts not stated.
$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 may be earned on new deposits to legacy accounts with SBG or Valic and on new deposits into existing variable annuity contracts.
Hourly charges may apply for certain financial consulting or planning services; specific rates not stated.
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.
GWN Securities
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Adel, GA
Kovack Advisors, inc.
Series 63, Series 66
Ft. Lauderdale, FL
Kovack Advisors, inc.
Series 66
Adel, GA
Kovack Advisors, inc.
Series 66
Adel, GA
Kovack Advisors, inc.
ChFC®, Series 63
Hahira, GA
Cambridge Investment Research Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")