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Joseph Lee Hamner

Advisor at GWN Securities Inc. — Panama City Beach, FL

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Panama City Beach, FL

GWN Securities Inc. logo

GWN Securities Inc.

Enterprise

Total advisors

446

Across 213 offices

Clients per advisor

85 High

Avg AUM per client

$125,430 Very Low

HNW client ratio

6% Low

About

Joseph Hamner is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He previously worked at AXA Advisors, LLC from 2010 to 2017 before joining GWN Securities. Hamner serves as a board member for the Gulf Coast State College Foundation, focusing on fundraising activities. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and provides a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Client services

Based on GWN Securities Inc.

Financial planning Portfolio management Selection of other advisers Market timing

Expertise

Based on GWN Securities Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies

Occupation focus

Based on GWN Securities Inc.

Founder/Business Owner

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Fee options

Fixed

Flat financial planning or consulting fees available, negotiated case-by-case

Percentage

$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

Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees

Project-based

Hourly fees for financial consulting/planning services; negotiated based on scope and complexity

Other

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)

Location

See office

Panama City Beach, FL

Panama City Beach FL

Advisors at this office

1

Most active in

Florida

Work history

29 years of industry experience

GWN SECURITIES, Inc.

2017 - Present • 9 years

Palm Beach Gardens, FL

Axa Advisors, Llc

2010 - 2017 • 7 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

Options & derivatives strategies Annuities Real estate investing
user avatar

Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

General estate planning guidance Cash flow / budgeting
user avatar

Michael G

ChFC®, Series 63, Series 65

Panama City, FL

22 Seven Wealth Management Inc

Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.

General retirement planning Social Security optimization Wealth management
user avatar

John D

Series 63, Series 65

Inlet Beach, FL

Davenport PBH LLC

John Davenport Jr. is the sole advisor at Davenport PBH LLC, holding Series 63 and 65 licenses with six years of industry experience. His background includes roles at RBC Capital Markets and YieldStreet, as well as a period as a private investor and trader. Davenport PBH LLC operates a private investment fund serving a select group of investors through limited partnership interests. The firm employs a special-situations, value-oriented investment approach focused on mispriced and event-driven opportunities in publicly traded securities, with discretionary management by Davenport.

Active portfolio management Options & derivatives strategies
user avatar

Barry H

ChFC®, Series 63

Panama City Beach, FL

The Hatton Financial Group, LLC

Barry Hatton is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the sole advisor at The Hatton Financial Group, LLC, an independent firm based in Panama City Beach, FL. Hatton has worked with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on comprehensive and limited-scope written plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities or offer discretionary asset management, instead referring clients to third-party investment managers for implementation and managed asset services.

General retirement planning
user avatar

Jeremy S

Series 65

Panama City, FL

CPA Group Investment Management, LLC

Jeremy Senterfitt is a financial advisor at CPA Group Investment Management, LLC and holds a Series 65 designation. He has been with CPA Group Investment Management since 2025 and has prior experience at Tipton, Marler, Garner & Chastain, P.A., Panama Country Club, and the University of Florida. Outside of his advisory role, he is a managing member and equal owner of Senterfitt Lawn Care, LLC, a lawn care service business serving private residents and small businesses. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving individual clients, including high-net-worth households. The firm focuses on long-term asset allocation using mutual funds, ETFs, and select individual securities, and provides discretionary portfolio management alongside comprehensive financial planning.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner
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