Odoll Williams
Odoll Williams is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 39 years of industry experience. Odoll operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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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
Odoll is a classroom instructor for license preparation, owns rental properties, and is the president/owner of Successful Money Management, Inc. and OV Williams & Associates, INC. He also advises clients on life insurance and annuities, dedicating about a third of his time to this.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Investment Services, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Conseco Financial Services, INC.Broker
Conseco Equity Sales, INC.Broker
Garco Equity Sales, INC.Broker
Washington Square Securities, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
Chubb Securities CorporationBroker
Chubb Securities CorporationBroker
Nwnl Management CorporationBroker
State Registrations5 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.