Paul Carnahan
Paul Carnahan is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 16 years of industry experience. Paul 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 (3)
Customer Dispute
October 2022Financial
May 2019Financial
February 2018Other Business ActivitiesSells Insurance
Paul is an agent/broker for WSFG Fixed Insurance since 2019 and an independent insurance agent and President/Wealth Manager for Old Woodward Wealth Management since 2023, dedicating a few hours per week to each. He also spends minimal time with the Greater Oakland Republican Party.
Employment History
Current Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, 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.