Amanda Lynn Donnelly

Gwn Securities INC.

7 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Gwn Securities INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

487 advisors

Number of Clients

37,091 clients

Average Client Portfolio

$98K average

Assets Under Management

$3.7B

Fee Structure

Minimum Investment:$2K

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.

Other Business ActivitiesSells Insurance

Amanda is an agent/broker for Life and Health Insurance through Virginia Retirement Specialists since 2012. This involves sales and service of life, annuities, and health insurance, taking about half of Amanda's time.

Employment History

Current Registrations

Gwn Securities INC.Broker

May 2018 - Present · 7 yrs 9 mos

Gwn Securities INC.

January 2018 - Present · 8 yrs 1 mo

State Registrations10 states

COFLILNCOHORSCTNVAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.