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Sanford Leigh Warmund

GWN Securities Inc.

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About Sanford Leigh Warmund

Sanford Warmund is an investment advisor representative with GWN Securities Inc. and has been in the industry since 1986. Sanford has a strong background in providing investment advice and financial planning services to individuals and corporations. Sanford is also a 49% owner of Reliant Financial Services, a financial services marketing company. Sanford is registered with the state of Missouri as an investment advisor representative. The advisor representative has experience in a variety of investment products and services, including variable contracts, mutual funds, and life insurance. Sanford is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Sanford Warmund 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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Sanford Warmund’s Registration & Firm History

FL

04/01/2010 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

MO

02/19/1995 - 04/06/2010

LINCOLN INVESTMENT (KANSAS CITY MO)

MA

07/02/1991 - 01/04/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/02/1991 - 01/04/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NE

09/23/1989 - 12/18/1990

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)

NJ

02/11/1986 - 09/21/1989

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 02/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/1986

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sanford Leigh Warmund.
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