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Lori B

Series 63, Series 65

Jay, FL

GWN Securities Inc.

Lori Brabham is a financial advisor with GWN Securities Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to her advisory work, she is also licensed to sell and service life insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with an investment approach that includes a range of managed-account programs and a history of both traditional and market-timing strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Brent A

Series 63, Series 65

Brewton, AL

Raymond James Financial

Brent Althauser is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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