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Karen Ann Watts kingman

GWN Securities Inc.

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About Karen Ann Watts kingman

Karen Watts kingman is a financial professional with over 20 years of experience in the industry. She has worked with several firms, including Transamerica Financial Advisors, Inc. and PMG Securities Corporation, and is currently a Registered Representative at GWN Securities Inc. Karen is dedicated to helping individuals achieve their financial goals and has a deep understanding of investment strategies. She holds the Series 6 and Series 63 licenses, as well as the SIE exam, and is licensed to provide financial advice in California and Texas.

Firm Information

Karen Watts kingman 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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Karen Watts kingman’s Registration & Firm History

CA

01/06/2010 - Present

GWN Securities Inc. (ROLLING HILLS ESTATES CA)

FL

09/04/2009 - 12/31/2009

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

CA

01/06/2004 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

IL

06/14/2000 - 12/19/2003

PMG SECURITIES CORPORATION (ELGIN IL)

CA

09/17/1999 - 04/18/2000

INTREPID SECURITIES, INC. (TORRANCE CA)

KS

03/11/1998 - 04/30/1999

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 03/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Ann Watts kingman.
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