Nancy Wilkins (CRD# 4518854) is an Investment Advisor Representative working at Gwn Securities Inc. in Altamonte Springs, FL and has over 22 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Feb 2020 - Current | 4 |
| Premier Insurance | Clermont, FL | Feb 2015 - Current | 9 |
| Royal Alliance | Clermont, FL | Aug 2018 - Feb 2020 | 1 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jul 2015 - Aug 2018 | 3 |
| Horace Mann Investors | Manchester, NH | Apr 2002 - Feb 2015 | 12 |
| Treadway Elem School Sac Committee | Leesburg, FL | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- FL
-
Total Assets Under Management3,080MILLIONS
-
Total Number of Accounts62,656ACCOUNTS
-
Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.