Invested Better
Unclaimed

Unclaimed

Unclaimed

John Charles Douglas

GWN Securities Inc.

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

About John Charles Douglas

John Charles Douglas is a financial advisor with over 30 years of experience in the industry. John is currently registered with GWN Securities Inc. and has been with the firm since November 2009. John has previously worked with Medallon Investment Services, Inc., Genworth Financial Securities Corporation, Hochman & Baker Securities, Inc. and Terra Securities Corporation. John is licensed to provide financial advice in Illinois, Indiana and Wisconsin and holds the Series 7, Series 63, Series 6TO and SIE exams. John specializes in providing financial planning and portfolio management for individuals and high net worth individuals.

Firm Information

John Douglas 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

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.

John Douglas’s Registration & Firm History

IL

11/02/2009 - Present

GWN Securities Inc. (FLOSSMOOR IL)

IL

10/18/2006 - 11/10/2009

MEDALLION INVESTMENT SERVICES, INC. (FLOSSMOOR IL)

IL

06/30/2004 - 10/28/2006

GENWORTH FINANCIAL SECURITIES CORPORATION (FLOSSMOOR IL)

CT

08/20/2003 - 06/30/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

IL

01/23/1990 - 08/21/2003

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

Not sure if John Charles Douglas is right for you?

Licenses & Designations

BC

Issued 02/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Charles Douglas.
Not sure if John Charles Douglas is right for you?