Kevin
Lamberson
Gwn Securities Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kevin Lamberson Work History
Kevin has been registered as a financial advisor for 2 years.*
Gwn Securities, Inc
The Prudential Insurance Company Of America
Massmutual
Pruco Securities, LLC
Pruco Securities LLC
The Prudential Insurance Co Of America
Axa Advisors, LLC
Nylife Securities LLC
Walmart
Costco
Robertsville Bible Church
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
Wayne, PA
Iselin, NJ
Palmetto Bay, FL
Owasso, OK
Palm Beach Gardens, FL
Williamsport, PA
Palm Beach Gardens, FL
Chelsea, MI
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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