Gwn Securities Inc.

Gwn Securities Inc. (CRD# 128929) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $1,532,350,016 in 17,725 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,532
    MILLION
  • Total Number of Accounts
    17,725
    ACCOUNTS
  • Average Account Value
    $86,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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.

WY

Financial Advisors at Gwn Securities Inc.
Showing 1 - 10 of 354 top financial advisors.
1
Jack M. Miceli, CRC
CRD#: 5052430
300 N Main, Suite #3, Chelsea, MI 48118
100
Wealthminder
score

Jack Miceli (CRD# 5052430) is an Investment Advisor Representative working at Gwn Securities Inc. in Chelsea, MI and has over 10 years of experience in the finance industry.

 

I am committed to maintaining the highest standards of integrity and professionalism in relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

 

  • When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

  • Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.  I can help you execute a sound financial program utilizing the following products and services:

 

  • Tax-reduction strategies
  • Investment management, including stocks and mutual funds
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products
  • College savings
  • Life Insurance
  • Disability
  • Retirement benefits including 401K, 403B and 457
  • IRA and Roth IRA's

 

 

Jack M. Miceli, CRC

2
Vernon J. Henry
CRD#: 2150529
11440 North Jog Road, Palm Beach Gardens, FL 33418
98
Wealthminder
score

Vernon Henry (CRD# 2150529) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 26 years of experience in the finance industry.

3
Laurie C. Allen-Raymond
CRD#: 5454846
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Laurie Allen-Raymond (CRD# 5454846) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 10 years of experience in the finance industry. Laurie Allen-Raymond 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.

4
Muriel A. Blake
CRD#: 1287400
11600 Washington Place, Ste. 116d, Los Angeles, CA 90066
96
Wealthminder
score

Muriel Blake (CRD# 1287400) is an Investment Advisor Representative working at Gwn Securities Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry. Muriel Blake 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
Kyle Carrocino
CRD#: 5914425
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Kyle Carrocino (CRD# 5914425) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 6 years of experience in the finance industry. Kyle Carrocino 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
Daniel T. Choy
CRD#: 1011206
1188 Bishop St. Ste 2509, Honolulu, HI 96813
96
Wealthminder
score

Daniel Choy (CRD# 1011206) is an Investment Advisor Representative working at Gwn Securities Inc. in Honolulu, HI and has over 35 years of experience in the finance industry. Daniel Choy 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
Linda O. Corcoran
CRD#: 1621385
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Linda Corcoran (CRD# 1621385) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 30 years of experience in the finance industry. Linda Corcoran 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
Timothy G. Crawford
CRD#: 2075488
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Timothy Crawford (CRD# 2075488) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 16 years of experience in the finance industry. Timothy Crawford 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.

9
Peter C. Derosa
CRD#: 713115
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Peter Derosa (CRD# 713115) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry. Peter Derosa 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.

10
John B. Duchaine
CRD#: 1309171
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

John Duchaine (CRD# 1309171) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 33 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.