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Carter Dustin Moffitt

GWN Securities Inc.

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About Carter Dustin Moffitt

Carter Moffitt is a financial professional with GWN Securities Inc. and has been in the industry since 2023. Carter is registered as a broker with the state of Utah. Carter has a strong background in financial services, with experience at Fidelity Investments, Zions Bank, MX Powerplay, Rocky Mountain ATV/MC, Nebo School District, and Cherry Hill Farms. Carter holds a Series 63, 66, 7TO, and SIE license. Carter works with clients from all over the United States and is dedicated to providing personalized financial advice. Carter focuses on providing financial planning, market timing services, and the selection of other advisors.

Firm Information

Carter Moffitt 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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Carter Moffitt’s Registration & Firm History

FL

02/03/2025 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 11/29/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Carter Dustin Moffitt.
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