Kevin
Lamberson

Gwn Securities Inc

CRD#6150845
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Kevin Lamberson is a chartered financial consultant based in Palm Beach Gardens, Florida with 2 years of relevant experience. Lamberson works at Gwn Securities Inc. Over the course of their career, Lamberson has held roles at Nylife Securities LLC, New York Life Insurance Company, Walmart, Costco, Robertsville Bible Church, Axa Advisors, LLC, Pruco Securities LLC, The Prudential Insurance Co Of America, Massmutual, The Prudential Insurance Company Of America, Pruco Securities, LLC and Gwn Securities, Inc. Lamberson maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Gwn Securities Inc is a registered investment company operating out of Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 employees. It handles $3 billion in assets under management between its 58,177 accounts, making it one of the biggest firms in the country by assets under management. Of its 58,177 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Gwn Securities Inc most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Years Registered*

2 years

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

11440 North Jog Road
Palm Beach Gardens, FL 33418-3764

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

FL Average: 62
Total Number of Accounts

58,177

FL Average: 2,474
Average Account Size

$48,798

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

Kevin Lamberson Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gwn Securities, Inc

2019 - Present (5 years)

The Prudential Insurance Company Of America

2019 - 2019 (< 1 year)

Massmutual

2019 - 2021 (2 years)

Pruco Securities, LLC

2015 - 2019 (4 years)

Pruco Securities LLC

2015 - 2019 (4 years)

The Prudential Insurance Co Of America

2014 - 2015 (1 year)

Axa Advisors, LLC

2013 - 2013 (< 1 year)

Nylife Securities LLC

2013 - 2014 (1 year)

Walmart

2013 - 2013 (< 1 year)

Costco

2013 - 2014 (1 year)

Robertsville Bible Church

2012 - 2013 (1 year)

New York Life Insurance Company

*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 Kevin Lamberson 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

Brock Rowlett
Owasso, OK
Gary Oconnor
Palm Beach Gardens, FL
Christopher Mcmanus
Palm Beach Gardens, FL
Randall Richter
Palm Beach Gardens, FL
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Joshua Miller
Wayne, PA

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.

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