linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Angie L. Jordan

GWN Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Angie? Claim Your Profile

About Angie L. Jordan

Angie L. Jordan is a financial advisor with GWN Securities Inc. Angie Jordan has been working in the securities industry since 2008. Angie Jordan has a Series 6, Series 63 and Series 65 license and is registered to provide investment advice in Florida, Illinois, Kentucky, New York and Tennessee. Angie Jordan is also registered as an Investment Advisor Representative with GWN Securities Inc. Angie Jordan can provide market timing services, financial planning and portfolio management for businesses and individuals. Angie Jordan also provides life insurance services.

Firm Information

Angie Jordan 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Angie Jordan’s Registration & Firm History

FL

08/18/2014 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

KY

01/28/2011 - 08/18/2014

LEGEND EQUITIES CORPORATION (BOWLING GREEN KY)

KY

07/29/2008 - 01/13/2011

MML INVESTORS SERVICES, LLC (BOWLING GREEN KY)

Not sure if Angie L. Jordan is right for you?

Licenses & Designations

IA

Issued 07/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angie L. Jordan.
Not sure if Angie L. Jordan is right for you?