linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory James Russell

GWN Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory James Russell

Gregory Russell is a financial professional with over 15 years of experience in the financial services industry. Gregory is registered with GWN Securities Inc. and currently holds licenses for Series 6, 7, 63 and 65. Gregory is also a Certified Financial Planner. Gregory's previous experience includes working for Lincoln Investment and Accenture. Gregory specializes in providing financial planning, market timing services, and portfolio management for individuals. The firm's main office is located in PALM BEACH GARDENS, Florida.

Firm Information

Gregory Russell 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

In lieu of hourly fee, ia can charge a flat fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Russell’s Registration & Firm History

FL

09/21/2009 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

MO

11/08/2004 - 08/28/2009

LINCOLN INVESTMENT (ST. LOUIS MO)

Not sure if Gregory James Russell is right for you?

Licenses & Designations

IA

Issued 03/14/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/05/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory James Russell.
Not sure if Gregory James Russell is right for you?