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Lisa Marie Pantley

GWN Securities Inc.

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About Lisa Marie Pantley

Lisa Pantley is a registered representative with GWN Securities Inc. in PALM BEACH GARDENS, FL. Lisa has been in the financial industry since 2007 and is licensed to sell securities in Florida. Lisa has passed the Series 6, Series 26 and Series 99TO exams and is a registered principal. GWN Securities Inc. is an investment advisor with approximately $3,079,617,915 in assets under management. GWN Securities Inc. offers a variety of advisory services including financial planning, market timing, and portfolio management for both individuals and businesses.

Firm Information

Lisa Pantley 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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Lisa Pantley’s Registration & Firm History

FL

09/08/2010 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

FL

07/10/2007 - 10/13/2008

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 12/21/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Pantley.
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