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Stephen Brett White

GWN Securities Inc.

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About Stephen Brett White

Stephen Brett White is a registered investment advisor representative with GWN Securities Inc., based in Owasso, Oklahoma. Stephen has over 20 years of experience in the financial services industry and holds a Series 6, 63 and 65 licenses. Stephen’s expertise lies in financial planning, market timing services, and portfolio management for individuals. Stephen has previously worked with Legend Equities Corporation, Intervest International Equities Corporation and Conseco Securities, Inc. Stephen’s commitment to providing personalized financial advice and his experience in the industry make Stephen a valuable resource for clients seeking to achieve their financial goals.

Firm Information

Stephen White 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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Stephen White’s Registration & Firm History

OK

01/02/2013 - Present

GWN Securities Inc. (OWASSO OK)

OK

07/03/2002 - 01/02/2013

LEGEND EQUITIES CORPORATION (CATOOSA OK)

CO

06/10/2002 - 07/08/2002

INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)

IN

05/15/2000 - 06/10/2002

CONSECO SECURITIES, INC. (CARMEL IN)

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Licenses & Designations

IA

Issued 12/16/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Brett White.
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