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Amy Ann Evans

GWN Securities Inc.

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About Amy Ann Evans

Amy Ann Evans is a registered representative with GWN Securities Inc., a firm that provides investment advisory services to individuals and businesses. Amy Ann Evans has been in the financial services industry since 1996. Amy Ann Evans is registered to provide investment advice in several states including Florida, Illinois, Indiana, Michigan, Minnesota, New York, Ohio, Washington, and Wisconsin. Amy Ann Evans is a Series 6 and Series 63 licensed representative and also holds the SIE license.

Firm Information

Amy Evans is currently registered with GWN Securities Inc.. GWN Securities Inc., formed in May 1999, is a Florida-based corporation offering a range of investment advisory services to individuals, corporations, and high-net-worth clients. The firm manages over $3 billion in assets, serving over 32,000 clients across the United States. GWN Securities specializes in financial planning, market timing services, and portfolio management for individuals and corporations.
GWN Securities Inc.

11440 NORTH JOG ROAD

PALM BEACH GARDENS, FL 33418-3764

$3.08B

Assets Under Management

88

Total Clients

583

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

In lieu of hourly fee, ia can charge a flat fee

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Amy Evans’s Registration & Firm History

IL

11/02/2009 - Present

GWN Securities Inc. (ELMHURST IL)

IL

07/05/2006 - 11/10/2009

MEDALLION INVESTMENT SERVICES, INC. (ELMHURST IL)

IL

06/30/2004 - 07/14/2006

GENWORTH FINANCIAL SECURITIES CORPORATION (ELMHURST IL)

CT

07/24/1996 - 06/30/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

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Licenses & Designations

BC

Issued 07/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Ann Evans.
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