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Robert Layton

20 Years of Experience
Palm Beach Gardens, FL
Broker

Robert Layton is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 20 years of industry experience. Robert 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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Employment History
Current Registrations
Gwn Securities INC.
January 2024 - Present · 2 yrs 4 mos
Gwn Securities INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ocean Financial Advisors LLC
July 2023 - January 2024 · 6 mos
Ocean Financial Services, LLCBroker
July 2023 - January 2024 · 6 mos
Allaria Securities, LLCBroker
June 2022 - October 2022 · 4 mos
Northbound Securities LLCBroker
April 2022 - March 2023 · 11 mos
Sunstate Wealth Management LLC
January 2022 - November 2022 · 10 mos
Oaks Valley Financial Services, LLC
May 2021 - June 2022 · 1 yr 1 mo
Acp Securities, LLCBroker
May 2020 - November 2022 · 2 yrs 6 mos
Peak Brokerage Services, LLCBroker
March 2018 - December 2019 · 1 yr 9 mos
Mora Wm SecuritiesBroker
October 2016 - November 2017 · 1 yr 1 mo
Newbridge Securities CorporationBroker
August 2016 - November 2016 · 3 mos
Austin Atlantic Capital INC.Broker
April 2016 - August 2016 · 4 mos
Tradestation Securities, INC.Broker
March 2009 - April 2016 · 7 yrs 1 mo
Brookstone Investment Advisory Services
June 2008 - July 2008 · 1 mo
Brookstone Securities, INC.Broker
May 2008 - July 2008 · 2 mos
1st Discount Brokerage, INC.
January 2007 - May 2008 · 1 yr 4 mos
1st Discount Brokerage, INC.Broker
December 2006 - May 2008 · 1 yr 5 mos
Mutual Service CorporationBroker
January 2005 - December 2006 · 1 yr 11 mos
Centennial Capital Management, INC.Broker
August 1998 - September 1999 · 1 yr 1 mo
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
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.
Robert Layton - Financial Advisor | TrueAdvisor