Joseph
Hamner

Gwn Securities Inc

CRD#1863754
Investment Advisor
in Panama City Beach, FL

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About this Advisor

Joseph Hamner is a financial advisor based in Panama City Beach, Florida, working with Gwn Securities Inc. Joseph has previously held positions at Axa Advisors, LLC and Gwn Securities, Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Joseph is part of Gwn Securities Inc, which operates out of Panama City Beach, Florida. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Panama City Beach, FL

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

FL Average: $1,855,561,029
Total Number of Employees

755

FL Average: 62
Total Number of Accounts

62,656

FL Average: 2,474
Average Account Size

$49,151

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Joseph Hamner Work History

2017 - Present (7 years)

Gwn Securities, Inc

2010 - 2017 (7 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Joseph Hamner 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

Lori Brabham
Pensacola, FL
Kevin Lamberson
Palm Beach Gardens, FL
Rhonda Foster
Palm Beach Gardens, FL
Daniel Fiala
Palm Beach Gardens, FL
Luke Dalton
Owasso, OK
Bret-Michael Destefano
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Marcellous Fletcher
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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