CT
Courtney A. Turnage
GWN SECURITIES
Garden Ridge, TX 78266
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CRD#: 5208433
CT
Professional summary
Courtney Alan Turnage is a registered financial advisor currently at GWN SECURITIES INC. located in Garden Ridge, Texas.
Courtney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Courtney has worked at 3 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.
TURNAGE WEALTH MANAGEMENT, LLC. POSITION: OWNER. NATURE: DBA - INVESTMENT PLANNING FIRM THAT PROVIDES FINANCIAL ADVICE TO CLIENTS AND IS COMPLIMENTARY TO OUR FINANCIAL PRODUCT OFFERINGS AND INCLUDES LIFE, LTC AND ANNUITY SALES. I DEVOUT 35% OF MY TIME TO THESE ACTIVITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 09/29/2014 DESCRIPTION: OWNER DUTIES,INVESTMENT PLANNING,OPERATIONS STRUCTURED ANNUITY SALES POSITION: Insurance Agent NATURE: Insurance Annuity Sales for structured settlements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/13/2018 ADDRESS: 8620 N. New Braunfels Ave, Suite 212, San Antonio TX 78217, United States DESCRIPTION: I act in the capacity of an insurance agent for structured settlement annuities when required by a court of law. My involvement is receiving structured settlement annuity quotes through a company called Forge Consulting LLC and passing them along to the attorney handling the case. I will deliver the application and necessary documents to the attorney for the court to sign. SOCIETY FOR FINANCIAL AWARENESS Is Not Investment Related, ADDRESS: "19115 FM 2252, Suite 19, Garden Ridge, TX, 78266, United States", Non Profit Organization - Educational, Chapter President and Speaker, START DATE: 7/25/2025, 6 hours per month, 0 hours per month during trading hours, Commission Compensation, DESCRIPTION: As a non profit organization, I will be a speaker on financial topics to bring awareness to individuals and businesses without a sales approach. It allows me to gain position within my community as a source of financial knowledge.
CRS (Client Relationship Summary) - RIA
Click below to view Courtney Alan Turnage's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Courtney Alan Turnage'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
February 24, 2014 - Present
GWN SECURITIES INC.
Office #1: 19115 Fm2252 Suite 19, Garden Ridge, TX 78266RIA
BD
CRD#: 128929
Garden Ridge, TX
Current
February 24, 2014 - Present
GWN SECURITIES INC.
Office #1: 19115 Fm2252 Suite 19, Garden Ridge, TX 78266RIA
BD
CRD#: 128929
Garden Ridge, TX
Past
November 9, 2006 - February 25, 2014
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
GARDEN RIDGE, TX
Past
September 1, 2006 - February 25, 2014
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
GARDEN RIDGE, 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
Arizona(12/18/2024)
RR
Arkansas(2/10/2015)
RR
Louisiana(2/10/2015)
RR
New Mexico(2/10/2015)
RR
Texas(2/24/2014)
IAR
Texas(2/24/2014)
RR
Virginia(9/26/2018)
RR
Washington(11/15/2023)
RR
Wyoming(6/5/2024)
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.
