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John Anthony McCauley

GWN Securities Inc.

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About John Anthony McCauley

John Anthony McCauley is a financial professional with over 35 years of experience in the industry. John has been with GWN Securities Inc. since February 2004, providing financial advice and services to a variety of clients. Previously, John worked with MONEY CONCEPTS CAPITAL CORP, PMG SECURITIES CORPORATION, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. John is a Series 6 and Series 63 licensed professional. John specializes in providing financial planning services and portfolio management for individuals, as well as market timing services and selection of other advisors.

Firm Information

John McCauley 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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John McCauley’s Registration & Firm History

PA

02/06/2004 - Present

GWN Securities Inc. (WAYNE PA)

FL

01/02/2004 - 03/11/2004

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

IL

04/11/2003 - 12/31/2003

PMG SECURITIES CORPORATION (ELGIN IL)

MA

07/20/1990 - 04/02/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/20/1990 - 04/02/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NA

07/06/1987 - 11/16/1989

UR FINANCIAL, INC.

NA

10/19/1983 - 04/15/1987

THE VARIABLE ANNUITY MARKETING COMPANY

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Licenses & Designations

BC

Issued 10/18/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Anthony McCauley.
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