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Stephen J Thuilot

GWN Securities Inc.

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About Stephen J Thuilot

Stephen Thuilot is a registered representative with GWN Securities Inc. Stephen has been in the securities industry since 2000 and has been actively licensed since 2010. Stephen holds licenses to conduct business in California, New Jersey, and Florida. Stephen has prior experience with State Farm VP Management Corp., Murphy & Durieu, Seaboard Securities, Inc., Tullett & Tokyo Securities, Inc., and Smith Barney Inc. Stephen specializes in Retirement Planning, Mutual Funds, Annuities, and Variable Annuities.

Firm Information

Stephen Thuilot 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 Thuilot’s Registration & Firm History

FL

06/24/2024 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

IL

04/30/2008 - 09/02/2009

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NY

01/04/2001 - 03/10/2008

MURPHY & DURIEU (NEW YORK NY)

NJ

11/20/2000 - 01/05/2001

SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)

NY

02/02/1999 - 11/09/2000

MURPHY & DURIEU (NEW YORK NY)

NY

02/06/1998 - 01/25/1999

TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)

NY

02/11/1995 - 12/19/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/22/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/02/2024

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen J Thuilot.
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