Joseph Daniel King
Investment adviser representative at Gwn Securities Inc.
15 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
15 years in the industry.
- Eudaimonia Enterprises IncAug 2022 to now
- Gwn Securities, Inc.Jun 2018 to now
- Lighthouse Financial Group LLCOct 2017 to now
- Ameritas Investment Corp.Jun 2017 to Jun 2018
- CbnNov 2016 to Nov 2017
- Ccf Investments, Inc.Aug 2012 to Jun 2017
- Capital Choice Financial ServicesSep 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6103746
- Firm CRD
- 128929