Gina Goree Mcwhorter

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2011 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 09/2011 → 03/2019
  Questar Capital
  Minneapolis, MN
• 02/2011 → Present
  Business Ownership Iniatative
  Indianapolis, IN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Mobile, AL
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Mobile, AL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Mobile, AL

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Mobile, AL
• 2011-09-16 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Southfield, MI
  Mobile, AL
• 2008-01-17 → 2011-09-16
  National Planning Corporation
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2003-11-12 → 2008-01-18
  Ameriprise Advisor Services, Inc.
  Indianapolis, IN
  Indianapolis, IN
• 2000-06-28 → 2003-11-06
  Transamerica Financial Advisors, Llc
  Indianapolis, IN

Other Businesses

1) GHG FINANCIAL PLANNING. POSITION: Owner/Agent. NATURE: Full service insurance product offerings. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/12/2015 ADDRESS: 6928 COBBLESTONE WAY N, MOBILE, AL 36608, United States P.O. Box 81966, Mobile, AL 36689 DESCRIPTION: Solicit, sell and service insurance related products. 2) RENTAL PROPERTY. POSITION: Landlord. NATURE: Rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2011 ADDRESS: 6928 COBBLESTONE WAY N, MOBILE, AL 36608, United States P.O. Box 81966, Mobile, AL 36689 DESCRIPTION: Collect rents, pay taxes. 3) SMART WOMEN LEAD POSITION: Speaker | Trainer | Coach NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/07/2020 ADDRESS: 2901 Grant St, Unit 904, Mobile AL 36606, United States DESCRIPTION: As a Certified John Maxwell Team Member, I am certified to facilitate, speak, train and coach individual and groups in the areas of leadership development, professional skills and personal growth 4) RENTAL PROPERTY POSITION: Landlord NATURE: Rental property which is tenant occupied. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 1362 Castelnau Ct, Unit A, Tallahassee FL 32301, United States DESCRIPTION: I currently have a property manager that handles all of the day to day operations. 5) GHG FINANCAL PLANNING, LLC POSITION: Financial Planner NATURE: I use GHG Financial Planning, LLCastheDBA for all of my insurance, investment and financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/20/2008 ADDRESS: 11 N Water St, Suite 10290, Mobile AL 36602, United States DESCRIPTION: Solicit, sell and service insurance and investment relatedproducts and services. 6) ALPHA KAPPA ALPHA SORORITY, INC POSITION: Chair of the Build Our Economic Wealth Committee NATURE: Alpha Kappa Alpha Sorority, Inc INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2023 ADDRESS: 2901 Grant St, Unit 904, Mobile AL 36606, United States DESCRIPTION: Organize events and activiites desinged to build awareness of how to build and perserve personal wealth while creating financial legaices 7) GINA SPEAKS POSITION: Speaker | Trainer | Coach NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/07/2020 ADDRESS: 2901 Grant St, Unit 904, Mobile AL 36606, United States DESCRIPTION: As a Certified John Maxwell Team Member, I am certified to facilitate, speak, train and coach individual and groups in the areas of leadership development, professional skills and personal growth

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-12
• S63 Uniform Securities Agent State Law Examination
  1993-02-25

Other Names

• Gina Lynelle Goree
• Gina Lynelle Goree
• Gina Goree Hitchens