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Daniel Allen Crooks

GWN Securities Inc.

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About Daniel Allen Crooks

Daniel Allen Crooks is an Investment Advisor Representative with GWN Securities Inc. Daniel has been in the securities industry since 1991. Daniel is registered with FINRA (Financial Industry Regulatory Authority) as a Registered Representative. Daniel is also registered with the State of Ohio as an Investment Advisor Representative. Daniel has a Series 63 license and a SIE license. Daniel has experience in the investment industry, and provides investment advisory services to individuals. Daniel has also been selling Long Term Care and Health Insurance since 2011.

Firm Information

Daniel Crooks 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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Daniel Crooks’s Registration & Firm History

FL

01/04/2005 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

IL

03/13/2000 - 12/31/2004

PMG SECURITIES CORPORATION (ELGIN IL)

OH

08/01/1997 - 03/13/2000

DONAHUE SECURITIES, INC. (CINCINNATI OH)

FL

08/23/1995 - 08/01/1997

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

CT

10/15/1993 - 08/28/1995

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

01/03/1991 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 12/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Allen Crooks.
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