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Stephen Dale Calvert

GWN Securities Inc.

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About Stephen Dale Calvert

Stephen Calvert is a financial advisor registered with GWN Securities Inc. Stephen has been in the financial industry for over 11 years and holds Series 7 and 66 licenses. Stephen's experience includes providing financial planning, investment management, and market timing services to individuals and businesses. Stephen also has experience in insurance and annuity sales. Stephen is registered to provide advisory services in Florida, Kentucky, New Jersey, New Mexico, North Carolina, Ohio, Tennessee, and Texas.

Firm Information

Stephen Calvert 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 Calvert’s Registration & Firm History

FL

06/24/2019 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

OH

05/25/2018 - 07/18/2019

CANTELLA & CO., INC. (Vandalia OH)

OH

12/23/2011 - 05/30/2018

EDWARD JONES (BELLBROOK OH)

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Licenses & Designations

BOTH

Issued 02/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Dale Calvert.
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