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Daniel Thomas Phillips

GWN Securities Inc.

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About Daniel Thomas Phillips

Daniel Phillips is a registered representative with GWN Securities Inc. Daniel has been working in the financial services industry since 2001 and has been registered with the firm since 2014. Daniel is also a registered investment advisor. Daniel has offices in both Palm Beach Gardens, Florida and Jackson, New Jersey. The firm's main office is located in Palm Beach Gardens, Florida. Daniel also previously worked for The Investment Center, Inc., Security Distributors, Inc., and AXA Advisors, LLC. Daniel holds the Series 66, Series 7, and SIE licenses. Daniel specializes in providing financial planning, market timing services, and portfolio management services to individuals and businesses.

Firm Information

Daniel Phillips 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 Phillips’s Registration & Firm History

FL

11/28/2014 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NJ

05/22/2013 - 12/10/2014

THE INVESTMENT CENTER, INC. (WARREN NJ)

KS

05/04/2012 - 05/13/2013

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

NJ

11/21/2001 - 04/13/2012

AXA ADVISORS, LLC (EDISON NJ)

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Licenses & Designations

BOTH

Issued 05/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Thomas Phillips. Review regulatory record here.
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