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Garrett Walton Stephenson

GWN Securities Inc.

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About Garrett Walton Stephenson

Garrett Stephenson is a registered representative with GWN Securities Inc., licensed to provide securities advice and investment advisory services in California, Colorado, Hawaii, Missouri, New York, North Carolina, Oklahoma, and Texas. Garrett has been in the financial industry since 2014 and holds a Series 7, Series 66, and SIE licenses. Garrett's current employment with GWN Securities Inc. began in September of 2021 and they specialize in financial planning, market timing services, and the selection of other advisors. In addition to GWN Securities Inc., Garrett has been an insurance agent for New York Long-Term Care Brokers and United Life Insurance since 2014. Garrett is also a Managing Partner of FOCUS REAL ESTATE LLC and the owner of GARRETT STEPHENSON LLC.

Firm Information

Garrett Stephenson 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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Garrett Stephenson’s Registration & Firm History

OK

09/30/2021 - Present

GWN Securities Inc. (OWASSO OK)

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Licenses & Designations

BOTH

Issued 08/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garrett Walton Stephenson.
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