William
Benjamin

Gwn Securities Inc

CRD#6844485
Investment Advisor
in Wichita, KS

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About this Advisor

William Benjamin is a financial advisor based in Wichita, Kansas, working with Gwn Securities Inc. William has previously held positions at Sprint, Third Channel, Usd 229, Wichita State University, Usd 460, Axa Advisors LLC, Equitable Advisors, LLC, and Gwn Securities, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, William is part of Gwn Securities Inc, which operates out of Wichita, Kansas. 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 66

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

914 E. Douglas Ave. Suit 206
Wichita, KS 67202

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

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

755

KS Average: 62
Total Number of Accounts

62,656

KS Average: 2,474
Average Account Size

$49,151

KS Average: $750,025

Investment Advisory Services

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

William Benjamin Work History

2023 - Present (1 year)

Gwn Securities, Inc

2017 - 2020 (3 years)

Axa Advisors LLC

2017 - 2023 (6 years)

Equitable Advisors, LLC

2016 - 2018 (2 years)

Sprint

2016 - 2016 (< 1 year)

Wichita State University

2015 - 2016 (1 year)

Third Channel

2014 - 2015 (1 year)

Usd 229

2014 - 2014 (< 1 year)

Usd 460

2013 - 2017 (4 years)

Wichita State University

Disclosures

Please visit the SEC profile of William Benjamin 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

Jonah Simenauer
Palm Beach Gardens, FL
James Zerweck
Palm Beach Gardens, FL
Michael Dilella
Iselin, NJ
Timothy Howell
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Artin Muradyan
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

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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