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Henry B Nalley

GWN Securities Inc.

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About Henry B Nalley

Henry Nalley is a financial professional with over 25 years of experience in the industry. Henry is currently registered with GWN Securities Inc. and has held previous roles with Nationwide Securities, LLC, 1717 Capital Management Company and Covenant Securities, Inc. Henry has a broad range of expertise and holds the Series 6, 63, and 65 licenses as well as the SIE. Henry's primary focus is on providing financial advice and portfolio management services to individuals and businesses. Henry is passionate about helping clients achieve their financial goals, and his dedication to client service is evident in his long-standing relationships with clients.

Firm Information

Henry Nalley 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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Henry Nalley’s Registration & Firm History

FL

07/30/2010 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

MS

08/01/2008 - 07/30/2010

NATIONWIDE SECURITIES, LLC (GULFPORT MS)

MS

08/10/1994 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (GULFPORT MS)

DE

06/22/1994 - 11/08/1994

COVENANT SECURITIES, INC. (NEWARK DE)

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Licenses & Designations

IA

Issued 08/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry B Nalley.
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