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Philip Andrew Gasser

GWN Securities Inc.

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About Philip Andrew Gasser

Philip Gasser is an investment advisor representative with GWN Securities Inc. in Palm Beach Gardens, Florida, working in the financial services industry since October 19, 1999. Philip has experience with ING Financial Advisors, LLC, PMG Securities Corporation, Baird Management Corporation and Washington Square Securities, Inc. Philip is licensed in Florida, Massachusetts, California and Ohio. Philip specializes in retirement planning, mutual funds, variable annuities, fixed annuities, and life insurance.

Firm Information

Philip Gasser 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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Philip Gasser’s Registration & Firm History

FL

10/05/2006 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

OH

07/27/2005 - 10/19/2006

ING FINANCIAL ADVISERS, LLC (HUDSON OH)

IL

06/03/2002 - 12/31/2004

PMG SECURITIES CORPORATION (ELGIN IL)

TX

01/07/2002 - 05/03/2002

BAIRD MANAGEMENT CORPORATION (IRVING TX)

CT

02/19/1999 - 12/31/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BC

Issued 06/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/28/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Philip Andrew Gasser. Review regulatory record here.
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