GC
Gregory D. Cleare
GWN SECURITIES
Fresno, TX
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CRD#: 4795556
GC
Professional summary
Gregory Donnell Cleare is a registered financial advisor currently at GWN SECURITIES INC. located in Fresno, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Gregory has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
ENTERTAINMENT-MOBILE DJ-RUBBER ROOM ENTERTAINMENT-OWNER,DJ, PHARMACY TECH, EDUCATION, DISABILITY, LONG TERM CARE, DBA: CLEARE FINANCIAL SOLUTIONS. POSITION: Financial Professional, Insurance Agent, NATURE: TAX STRATEGIES, RETIREMENT SERVICES, ESTATE PLANNING, RISK MGMT.INVESTMENTS, INSURANCE TRACE PHARMACY POSITION: PHARMACY TECHNICIAN NATURE: PHARMACY INVESTMENT RELATED: NO HOURS: 16 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2010 ADDRESS: 8104 SW FREEWAY, SUITE B, HOUSTON TX 77074 DESCRIPTION: PHARMACY TECHNICIAN TK GREYSON, INC POSITION: MEMBER NATURE: FAMILY TRUCKING BUSINESS HAULING CARGO ACROSS THE COUNTRY. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 07/08/2012 ADDRESS: 1903 TAYLOR CREEK DR, FRESNO TX 77545 DESCRIPTION: PASSIVE INVESTMENT RAN BY OTHERS. REAL ESTATE POSITION: REALTOR NATURE: SELLING HOMES, LEASING HOMES INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 1 START DATE: 08/01/2012 ADDRESS: 1903 TAYLOR CREEK DR, FRESNO TX 77545 DESCRIPTION: LICENSED REAL ESTATE AGENT IN THE HOUSTON AREA. PAIGE GREGGORY, INC INVESTMENT RELATED: Is Not Investment Related, NATURE: Freight and Logistics, POSITION: Freight Broker, START DATE: 2022-06-30, HOURS PER MONTH: 15 hours per month, SECURITIES TRADING HOURS; 0 hours per month during trading hours, COMPENSATION: Other Compensation, DESCRIPTION: Freight dispatch and Freight brokerage
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Donnell Cleare's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gregory Donnell Cleare'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
August 6, 2007 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
Fresno, TX
Current
July 25, 2007 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
Fresno, TX
Past
July 25, 2007 - July 26, 2007
GWN SECURITIES INC.
RIA
CRD#: 128929
PALM BEACH GARDENS, FL
Past
March 1, 2006 - July 26, 2007
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
HOUSTON, TX
Past
June 14, 2004 - July 26, 2007
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
HOUSTON, TX
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
Florida(6/10/2010)
RR
New Jersey(7/29/2024)
RR
Texas(8/6/2007)
IAR
Texas(8/6/2007)
RR
Wisconsin(7/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
