Gina Mcwhorter
Gina Mcwhorter is a registered investment advisor at Osaic Wealth, INC., based in Mobile, AL, with 37 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Mobile, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gina owns GHG Financial Planning, offering insurance products, and uses GHG Financial Planning, LLC as a DBA for insurance, investment, and financial planning services, dedicating nearly all of her time to these activities. She also owns rental properties, is a speaker/trainer/coach, and chairs a committee for Alpha Kappa Alpha Sorority, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Pruco Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.