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Susan Doxsee Fristoe

GWN Securities Inc.

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About Susan Doxsee Fristoe

Susan Fristoe is a registered investment advisor representative with GWN Securities Inc. Susan has over 38 years of experience in the financial services industry. Susan has been registered with the Securities and Exchange Commission (SEC) since 2017, with a prior registration dating back to 1993. Susan holds the Series 6, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination.

Firm Information

Susan Fristoe 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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Susan Fristoe’s Registration & Firm History

FL

01/05/2021 - Present

GWN Securities Inc. (TALLAHASSEE FL)

FL

03/25/2017 - 01/07/2021

MML INVESTORS SERVICES, LLC (TALLAHASSEE FL)

FL

07/23/1998 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (TALLAHASSEE FL)

FL

07/23/1998 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (TALLAHASSEE FL)

CA

05/20/1993 - 01/05/1999

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

MA

08/25/1992 - 05/13/1993

JMC FINANCIAL CORPORATION (BOSTON MA)

CA

08/29/1983 - 09/09/1992

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 12/22/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Susan Doxsee Fristoe. Review regulatory record here.
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