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Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Blythwood, SC
GWN Securities Inc.
Enterprise
Daylon Laws is a financial advisor with GWN Securities Inc. in Blythewood, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, Laws serves as the treasurer for the Blythewood High School Education Foundation, managing scholarship funds and financial records on a volunteer basis. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies uncommon among similarly sized firms.
Based on GWN Securities Inc.
Based on GWN Securities Inc.
Flat financial planning or consulting fees available, negotiated case-by-case
$0 - $250,000: 1.50% (GWN Managed Account Program, blended tier example) $250,000 - $500,000: 1.25% (GWN Managed Account Program, blended tier example) $500,000 - $1,000,000: 1.00% (GWN Managed Account Program, blended tier example) $1,000,000 - > $1,000,000: 0.50% (GWN Managed Account Program, blended tier example) $0 - $250,000: 2.00% (max for Total Access Program, with blended tiers below) $0 - $250,000: 2.00% (GWN Total Access Program maximum annual fee tier) $250,000 - $1,000,000: varies by tier descending to 0.60% for assets over $10M in Total Access Program $0 - $249,999.99: 1.30% (Tier I Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.05% (Tier I Money by Design Platinum Advisory Program) $750,000+: 0.80% (Tier I Money by Design Platinum Advisory Program) $0 - $249,999.99: 1.40% (Tier II Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.20% (Tier II Money by Design Platinum Advisory Program) $750,000+: 0.95% (Tier II Money by Design Platinum Advisory Program)
Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees
Hourly fees for financial consulting/planning services; negotiated based on scope and complexity
Account minimum: $2,000 minimum for qualified accounts; $10,000 minimum for non-qualified accounts; some programs have higher minimums (e.g., $25,000 for Platinum Program) Minimum fee: Platform Fee minimum annual fees range from $25 to $65 depending on program; Money by Design Platinum Program has a flat $600 annual fee for grandfathered accounts Fee-only: Financial consulting and financial planning services offered at hourly rates or fixed fees (negotiable, details in agreements)
Blythwood, SC
Blythwood SC
Advisors at this office
2
South Carolina
34 years of industry experience
GWN Securities Inc.
2010 - Present • 16 years
Palm Beach Gardens, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Columbia, SC
Hall Asset Management Group, Inc.
Roger Hall is a financial advisor with Hall Asset Management Group, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Hall Asset Management Group since 2012 and previously worked at Motiv8 Investments LLC. In addition to his advisory work, Hall is involved in insurance and elder care planning through his ownership of related businesses, dedicating a portion of his time to these services. Hall Asset Management Group provides personalized financial planning and consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers based on documented client objectives and delivers services on an hourly or fixed-fee basis without managing client assets directly.
ChFC®, Series 63, Series 65
Blythewood, SC
The Bridge Financial Advisors
Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.
CFP®, Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
Richard Newsome is a CFP® certificant with 19 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 2004. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for around 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and maintains a medium-to-long-term investment orientation while offering related accounting, tax-preparation, and estate-administration services through affiliated entities.
Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
William Walkup is a Series 65-licensed advisor with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1992. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for about 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and a medium-to-long-term orientation, and offers related accounting, tax-preparation, and estate-administration services through affiliated entities.
CFA®, Series 65
Columbia, SC
William B. Walkup & Associates, Inc.
Christopher Walkup is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1996. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for roughly 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and manages stock investment partnerships, offering related accounting, tax-preparation, and estate-administration services through affiliated entities.
Series 65
Irmo, SC
Christy Capital Management, Inc.
Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, often contracting with unaffiliated subadvisors.
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