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David Stuart Oldham

GWN Securities Inc.

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About David Stuart Oldham

David Oldham is a financial advisor with over 30 years of experience in the financial industry. David currently works as a registered representative at GWN Securities Inc., where he is registered in 29 states. Before joining GWN Securities Inc., David worked at National Securities Corporation and Prime Capital Services, Inc. David is dedicated to providing personalized financial advice and working with clients to achieve their financial goals.

Firm Information

David Oldham 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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David Oldham’s Registration & Firm History

FL

06/18/2015 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

CT

11/22/2013 - 06/17/2015

NATIONAL SECURITIES CORPORATION (NORWALK CT)

CT

03/21/2000 - 11/22/2013

PRIME CAPITAL SERVICES, INC. (NORWALK CT)

NY

06/07/1984 - 03/27/2000

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/23/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

BC

Issued 06/06/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Stuart Oldham. Review regulatory record here.
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