Lauren Ragsdale
Lauren Ragsdale is a CFP-designated registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 15 years of industry experience. Lauren 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
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2026Judgment / Lien
April 2025Other Business ActivitiesSells Insurance
Lauren is the co-founder/owner of Tri-State Health & Wealth Advisors Group, LLC, focusing on health insurance and agent recruitment, dedicating a few hours per week. Lauren also engages in insurance and securities sales under the DBA Street-Wise Financial Planning, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Metlife Investors Distribution CompanyBroker
Msi Financial Services, INC.
Metlife Securities, INCBroker
Girard Securities, INC.Broker
First Allied Securities, INC.Broker
Multi-Financial Securities 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.