Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
40yrs
David Oldham is a fiduciary financial advisor in Palm Beach Gardens, Florida, with 40 years in the industry. After a year at B. Riley Wealth Advisors and four years at Asset & Financial Planning, David joined GWN Securities in 2015, a firm offering financial planning, investment management, and selecting outside investment managers. GWN Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience in Florida
Office11440 North Jog Road, Palm Beach Gardens, FL 33418
FirmGWN Securities
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$125,430
Advisors at the firm446
States licensed ?1 state
Services through GWN Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersMarket timing
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowGWN Securities Inc.Current firm
- May 2014 – Jun 2015B. Riley Wealth Advisors, Inc.Previously
- 2010 – 2014Asset & Financial Planning, LTDPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call GWN Securities at (561) 472-2700 and ask for David Oldham. David works from the Palm Beach Gardens, FL office.
How long has David been a financial advisor?
David has been in the industry since 1986, about 40 years. Top 4% by experience in Florida.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
GWN Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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