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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Gwn Securities Inc. financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a Gwn Securities Inc. office in Lake Mary, A to Z.

The short answer

3 registered advisors work at Gwn Securities Inc. in Lake Mary, out of 416 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Gwn Securities Inc. advisors in Lake Mary, A to Z

Every Gwn Securities Inc. advisor →

Gwn Securities Inc. advisors in every city and state →Gwn Securities Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Gwn Securities Inc. advisors in other cities

Palm Beach Gardens, FL 260Wayne, PA 9Hauppauge, NY 8Bridgewater, NJ 6Miami Lakes, FL 4Pasadena, CA 3Camillus, NY 2Carlsbad, CA 2Charlotte, NC 2Glendale, CA 2Irvine, CA 2Katy, TX 2Lake Worth, FL 2Los Angeles, CA 2Owasso, OK 2

Other firms in Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6LPL Financial LLC 6MML Investors Services, LLC 5Cwm, LLC 4Park Avenue Securities LLC 4

Questions

How many financial advisors does Gwn Securities Inc. have in Lake Mary?

3 investment adviser representatives are registered at Gwn Securities Inc. offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 416 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Gwn Securities Inc. one of the largest advisor employers in Lake Mary?

Gwn Securities Inc. ranks number 15 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Gwn Securities Inc. advisor in Lake Mary?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Gwn Securities Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.