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Linda Olson Corcoran

GWN Securities Inc.

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About Linda Olson Corcoran

Linda Corcoran is a financial advisor with GWN Securities Inc. Linda has been in the financial services industry since 1987. Linda specializes in providing financial planning, market timing services and selection of other advisors. Linda's firm, GWN Securities Inc., has offices in Palm Beach Gardens, FL and Boise, ID. Linda is registered with FINRA and the states of California and Idaho. Linda holds the Series 7 and Series 63 licenses and is a Certified Financial Planner.

Firm Information

Linda Corcoran 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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Linda Corcoran’s Registration & Firm History

FL

12/01/2021 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

CA

01/03/2011 - 12/31/2016

VOYA FINANCIAL ADVISORS, INC. (RIVERSIDE CA)

CA

04/22/2009 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (RIVERSIDE CA)

CA

01/23/2009 - 04/21/2009

SECURITIES AMERICA, INC. (RIVERSIDE CA)

CA

03/24/2008 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (RIVERSIDE CA)

CA

04/25/1990 - 03/28/2008

METLIFE SECURITIES INC. (RIVERSIDE CA)

CA

05/02/1990 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (RIVERSIDE CA)

NA

02/26/1987 - 04/25/1990

UR FINANCIAL, INC.

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Licenses & Designations

BC

Issued 01/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Olson Corcoran.
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