Luke Arlen Dalton
Investment adviser representative at Gwn Securities Inc.
2 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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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
2 years in the industry.
- Gwn Securities, Inc.Sep 2018 to now
- UnemployedAug 2018 to Sep 2018
- CernerAug 2017 to Aug 2018
- Justus-tiawah SchoolsMay 2017 to Aug 2017
- Papa John'sJan 2017 to May 2017
- UnemployedAug 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 6493480
- Firm CRD
- 128929