NM
NM

Nohea Malden

11 Years of Experience
Palm Beach Gardens, FL
BrokerSells Insurance

Nohea Malden is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 11 years of industry experience. Nohea 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

Nohea works as a financial representative for Hope Financial Solutions full-time. She also sells life insurance, annuities, and health insurance, dedicating a few hours per week to life insurance/annuities and about a quarter of her time to health insurance. Additionally, Nohea is an owner and assistant to the photographer for Imago Dei 127 Photography, spending a few hours per week on customer relations, scheduling, and administrative work.

Employment History
Current Registrations
Gwn Securities INC.
January 2022 - Present · 4 yrs 6 mos
Gwn Securities INC.Broker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Ameritas Investment CORP.Broker
June 2017 - July 2018 · 1 yr 1 mo
Ccf Investments, INC.Broker
May 2014 - June 2017 · 3 yrs 1 mo
State Registrations11 states
ARAZCAFLGAHIKSMANVUTWA
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.