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Kenneth Wesley Morrison

GWN Securities Inc.

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About Kenneth Wesley Morrison

Kenneth Morrison is a financial advisor with over 20 years of experience in the financial services industry. Kenneth is currently registered with GWN Securities Inc. and has a Series 6, Series 63, and SIE license. Kenneth has previously worked with Foresters Equity Services, Inc., Woodbury Financial Services, Inc., Linsco/Private Ledger Corp., Investment Professionals, Inc., and Fortis Investors, Inc. Kenneth specializes in financial planning, market timing services, and portfolio management.

Firm Information

Kenneth Morrison 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 Morrison’s Registration & Firm History

OK

10/26/2018 - Present

GWN Securities Inc. (ADA OK)

IN

12/01/2009 - 10/29/2018

FORESTERS EQUITY SERVICES, INC. (CARMEL IN)

OK

08/21/2008 - 11/30/2009

WOODBURY FINANCIAL SERVICES, INC. (ADA OK)

OK

03/31/2005 - 08/15/2008

WOODBURY FINANCIAL SERVICES, INC. (ADA OK)

SC

11/30/2001 - 04/05/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

TX

04/05/2001 - 11/27/2001

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

MN

01/27/1995 - 04/03/2001

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 01/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Wesley Morrison.
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