Nancy Ann Wilkins

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 08/2018
  Gwn Securities Inc
  Palm Beach Gardens, FL
• 02/2015 → Present
  Premier Insurance
  Clermont, FL
• 08/2018 → 02/2020
  Royal Alliance
  Clermont, FL
• 02/2020 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

KIWANIS CLUB OF SOUTH LAKE; POSITION: President NATURE: This is a nonprofit group that supports the children of the local area INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2018; ADDRESS: PO Box 120175, Clermont FL 34712, United States; DESCRIPTION: I am a voting member on the activities of the club.; I volunteer to help with any service projects they may have. PROPERTY & CASUALTY INSURANCE AGENT POSITION: Insurance Producer NATURE: Property and Casualty Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/31/2020 ADDRESS: 498 S Lake Destiny Dr, Orlando FL 32810, United States DESCRIPTION: Consult clients on their P & C Insurance VOYAGE RETIREMENT SOLUTIONS,Is Investment Related, DBA/Financial Services, Registered Rep, 2020-02-20,160 hours per month,160 hours per month during trading hours, Commission Compensation, DBA/Financial Services WOMEN'S GIVING ALLIANCE Is Not Investment Related, "2150 Oakley Seaver Dr, Clermont, FL, 34711, United States", Philanthropic group, President, 10/1/2024, 2 hours per month, 0 hours per month during trading hours, Oversee fundraising activities to raise money to give away to local non-profit groups. No access to cash or accounts for the club. MINNEOLA EXECUTIVE CENTER INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "506 S Highway 27, Ste 100, Minneola, FL, 34715, United States", NATURE: Suite Rentals, POSITION: Owner, START DATE: 5/1/2025, NUMBER OF HOURS: 4 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, COMPENSATION: Hourly Compensation, DESCRIPTION: I manage the executive suites and conference center rental to the general public. This is not investment related. I will not commingle funds between the 2 companies. SOS CONSTRUCTION INVESTMENT RELATED: Is Not Investment Related, "22503 Dusty Ln, , Groveland, FL, 34736, United States", Construction Company, Owner/Bookkeeper, 12/15/2025, 5 hours per month, 0 hours per month during trading hours, No Compensation Compensation, My new husband owns a construction company and I assist with the bookkeeping for it. He is making me 40% owner as we are newly married.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-13
• S63 Uniform Securities Agent State Law Examination
  2002-04-29

Other Names

• Nancy Ann Henderson
• Nancy Ann Anstey