Brandi Whitfield
Brandi Whitfield is a registered investment advisor at Gwn Securities INC., based in Brunswick, GA, with 19 years of industry experience. Brandi 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
4501 New Jesup Highway, Unit 104, Brunswick, GA, 31520
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2012Other Business ActivitiesSells Insurance
Brandi sells Medicare Advantage and Medicare Supplement plans, life insurance, long-term care, and fixed annuities. She also owns and manages BLW Financial Services, LLC, dedicating full-time hours to assisting, advising, and selling a variety of financial products and services.
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, LLCBroker
State Registrations2 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.