David
Flynn
Gwn Securities Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
David Flynn is a chartered financial consultant who works in Palm Beach Gardens, Florida with 7 years of relevant experience. Flynn works at Gwn Securities Inc. During their career, Flynn has held roles at State Of Conneticutt, Southeast Investments, N.C. Inc, Crump Insurance, Flynn Financial, Wrp Investments, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc and Gwn Securities Inc. Flynn has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Connecticut and Florida. Gwn Securities Inc is a financial advisory company based in Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 people on staff. It handles $3 billion in assets among its 58,177 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 58,177 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial advisory fee schedules usually depend on the type of financial services provided. However, fee types charged by Gwn Securities Inc likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
David Flynn Work History
David has been registered as a financial advisor for 7 years.*
Gwn Securities Inc
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Southeast Investments, N.C. Inc
Crump Insurance
Wrp Investments
Flynn Financial
State Of Conneticutt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Flynn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gwn Securities Inc
Iselin, NJ
Wayne, PA
Palmetto Bay, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Williamsport, PA
Palm Beach Gardens, FL
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
