Gwm Advisors, LLC

Gwm Advisors, LLC (CRD# 171351) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $1,054,000,000 in 4,103 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,054
    MILLION
  • Total Number of Accounts
    4,103
    ACCOUNTS
  • Average Account Value
    $256,885
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, KS, LA, MA, MN, MS, NC, ND, OH, OK, SD, TX, VA, WI

Financial Advisors at Gwm Advisors, LLC
Showing 1 - 10 of 34 top financial advisors.
1
John D. Walters
CRD#: 5406668
2029 Vanesta Place, Suite 17, Manhattan, KS 66503
98
Wealthminder
score

John Walters (CRD# 5406668) is an Investment Advisor Representative working at Gwm Advisors, LLC in Manhattan, KS and has over 10 years of experience in the finance industry.

2
Bradford C. Clinard
CRD#: 5757345
1400 Eastchester Drive, Suite 103, High Point, NC 27265
96
Wealthminder
score

Bradford Clinard (CRD# 5757345) is an Investment Advisor Representative working at Gwm Advisors, LLC in High Point, NC and has over 7 years of experience in the finance industry. Bradford Clinard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Walker F. Fulco
CRD#: 5646948
7607 Fern Ave, Suite 502, Shreveport, LA 71105
96
Wealthminder
score

Walker Fulco (CRD# 5646948) is an Investment Advisor Representative working at Darden Financial in Shreveport, LA and has over 2 years of experience in the finance industry.

4
Alexander T. Goss
CRD#: 5653571
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809
96
Wealthminder
score

Alexander Goss (CRD# 5653571) is an Investment Advisor Representative working at Gwm Advisors, LLC in Baton Rouge, LA and has over 8 years of experience in the finance industry. Alexander Goss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Dustin R. Granger
CRD#: 4860359
1 Lakeshore Drive, Suite 1200, Lake Charles, LA 70629
96
Wealthminder
score

Dustin Granger (CRD# 4860359) is an Investment Advisor Representative working at Gwm Advisors, LLC in Lake Charles, LA and has over 13 years of experience in the finance industry. Dustin Granger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Stephen K. Liles
CRD#: 5305395
4965 Elliott Road, Lake Charles, LA 70605
96
Wealthminder
score

Stephen Liles (CRD# 5305395) is an Investment Advisor Representative working at Gwm Advisors, LLC in Lake Charles, LA and has over 7 years of experience in the finance industry. Stephen Liles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Denise E. Rau
CRD#: 3100099
1634 Ryan Street, Lake Charles, LA 70601
96
Wealthminder
score

Denise Rau (CRD# 3100099) is an Investment Advisor Representative working at Gwm Advisors, LLC in Lake Charles, LA and has over 16 years of experience in the finance industry. Denise Rau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
John W. Rovetto
CRD#: 4769908
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809
96
Wealthminder
score

John Rovetto (CRD# 4769908) is an Investment Advisor Representative working at Gwm Advisors, LLC in Baton Rouge, LA and has over 13 years of experience in the finance industry.

9
Gary K. Drake
CRD#: 5752391
712 N Washington, Junction City, KS 66441
93
Wealthminder
score

Gary Drake (CRD# 5752391) is an Investment Advisor Representative working at Gwm Advisors, LLC in Junction City, KS and has over 8 years of experience in the finance industry.

10
Chad D. Dufrene
CRD#: 4360378
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809
93
Wealthminder
score

Chad Dufrene (CRD# 4360378) is an Investment Advisor Representative working at Gwm Advisors, LLC in Baton Rouge, LA and has over 16 years of experience in the finance industry.

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