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Kyle David Whaley

GWN Securities Inc.

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About Kyle David Whaley

Kyle Whaley is a financial professional with over 20 years of experience in the industry. Kyle is currently registered with GWN Securities Inc. as a registered representative and investment advisor representative. Kyle previously worked with AMERITAS INVESTMENT CORP. and CCF INVESTMENTS, INC.. Kyle is a Series 6 and Series 63 licensed professional. Kyle is also a Series 26 licensed principal. Kyle offers financial planning, market timing services, and portfolio management for individuals.

Firm Information

Kyle Whaley 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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Kyle Whaley’s Registration & Firm History

CO

08/03/2019 - Present

GWN Securities Inc. (CENTENNIAL CO)

CO

06/21/2017 - 08/05/2019

AMERITAS INVESTMENT CORP. (Centennial CO)

CO

08/05/2014 - 06/21/2017

CCF INVESTMENTS, INC. (Centennial CO)

CO

03/15/2000 - 07/30/2014

PFS INVESTMENTS INC. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 07/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kyle David Whaley. Review regulatory record here.
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