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Paul James McKee

GWN Securities Inc.

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About Paul James McKee

Paul McKee has been in the securities industry since 1991. Paul is currently registered with GWN Securities Inc. in New York and Florida. Paul also has a Series 24 license. Prior to joining GWN Securities Inc., Paul was employed by Princor Financial Services Corporation, Granite Securities, LLC, The Investment Center, Inc., Prime Capital Services, Inc., Royal Alliance Associates, Inc., and Nathan & Lewis Securities, Inc.. Paul is a registered investment advisor in New York.

Firm Information

Paul McKee 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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Paul McKee’s Registration & Firm History

FL

03/31/2021 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NY

11/12/2007 - 02/04/2013

PRINCOR FINANCIAL SERVICES CORPORATION (LAUREL NY)

NY

04/10/2001 - 11/13/2007

GRANITE SECURITIES, LLC (CUTCHOGUE NY)

NJ

10/16/2000 - 04/24/2001

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

NY

07/28/1995 - 10/09/2000

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

AZ

07/16/1992 - 02/27/1995

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

12/10/1990 - 05/04/1992

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul James McKee.
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