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Kenneth Jeffrey Barker

GWN Securities Inc.

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About Kenneth Jeffrey Barker

Kenneth Barker is a financial advisor with over 40 years of experience in the industry. Kenneth is currently registered with GWN Securities Inc. and holds Series 63, Series 6TO, SIE and Series 1 licenses. Kenneth also has a background with Great American Advisors, Inc., Investment Management & Research, Inc, Harold Dance Brokerage, Princor Financial Services Corporation, Connecticut Mutual Life Insurance Company, Cal-Western Securities Co. and California-Western States Life Insurance Company. Kenneth specializes in investment advisory services, financial planning, and portfolio management for individuals.

Firm Information

Kenneth Barker 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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Kenneth Barker’s Registration & Firm History

FL

02/25/2015 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

UT

08/06/2010 - 12/31/2014

GWN SECURITIES INC. (SALT LAKE CITY UT)

UT

03/13/1996 - 08/04/2010

GREAT AMERICAN ADVISORS, INC. (SALT LAKE CITY UT)

FL

11/29/1993 - 06/01/1994

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

UT

06/20/1991 - 12/18/1991

HAROLD DANCE BROKERAGE (LOGAN UT)

IA

03/04/1988 - 07/13/1989

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NA

03/16/1982 - 12/23/1987

PRINCOR FINANCIAL SERVICES CORPORATION

NA

06/11/1973 - 04/16/1982

CONNECTICUT MUTUAL LIFE INSURANCE COMPANY

NA

07/26/1973 - 07/30/1978

CAL-WESTERN SECURITIES CO.

NA

07/26/1973 - 07/30/1978

CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 06/18/1982

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 06/01/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Jeffrey Barker.
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