GE
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Gina Eibest

13 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Gina Eibest is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 13 years of industry experience. Gina 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

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.

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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gina is an administrative assistant and partner for Harbor Light Insurance & Wealth Advisors LLC, dedicating full-time hours to the business. She also spends minimal time locating suitable fixed annuity and life insurance products for clients.

Employment History
Current Registrations
Gwn Securities INC.Broker
January 2016 - Present · 10 yrs 4 mos
Gwn Securities INC.
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Southeast Investments, N.c., INC.
March 2015 - December 2015 · 9 mos
Southeast Investments, N.c., INC.Broker
January 2015 - December 2015 · 11 mos
Dean Witter Reynolds INC.Broker
August 1993 - November 1995 · 2 yrs 3 mos
State Registrations9 states
CAFLGAMAMDNCNYSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Gina Eibest - Financial Advisor | TrueAdvisor