NW
Nancy A. Wilkins
GWN SECURITIES
LAKE MARY, FL 32746
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CRD#: 4518854
NW
Professional summary
Nancy Ann Wilkins, who also goes by Nancy Ann Anstey, Nancy Ann Henderson, is a registered financial advisor currently at GWN SECURITIES INC. located in Lake Mary, Florida.
Nancy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Nancy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Ann Anstey | Nancy Ann Henderson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Ann Wilkins's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Nancy Ann Wilkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 16, 2022 - Present
GWN SECURITIES INC.
Office #1: 1130 Business Center Dr. Suite 2000, Lake Mary, FL 32746Office #2: 506 S. Highway 27 Suite 100, Minneola, FL 34715RIA
BD
CRD#: 128929
LAKE MARY, FL
Current
February 20, 2020 - Present
GWN SECURITIES INC.
Office #1: 1130 Business Center Dr. Suite 2000, Lake Mary, FL 32746Office #2: 506 S. Highway 27 Suite 100, Minneola, FL 34715RIA
BD
CRD#: 128929
LAKE MARY, FL
Past
August 17, 2018 - January 22, 2020
OSAIC WEALTH, INC.
BD
CRD#: 23131
CLERMONT, FL
Past
July 10, 2015 - August 20, 2018
GWN SECURITIES INC.
BD
CRD#: 128929
ALTAMONTE SPRINGS, FL
Past
May 2, 2002 - March 13, 2015
HORACE MANN INVESTORS, INC.
BD
CRD#: 11643
CLERMONT, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(5/24/2022)
RR
Florida(2/26/2020)
IAR
Florida(5/16/2022)
RR
Georgia(1/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2700
Established
Florida since 05/12/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
744
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WORLD INVESTMENT NETWORK | OWNER | |
| BORNHEIMER, LAURA JEANETTE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP | 1769643 |
| CORBIN, BRAD JEFFREY | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING | 1754065 |
| RITTMAN, BARRY RICHARD | CFO FINOP VP | 1997994 |
| WALSH, DENIS STEPHEN | CEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT | 1124278 |
| WALSH, MARY THERESE | SECRETARY | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 64,207 |
| AUM (Assets Under Management) | $ 3,650,274,405 |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
