Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
1yr
Codey Allen O'Daniel
Financial advisor at GWN Securities
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office11440 North JOG Road, Palm Beach Gardens, FL 33418
FirmGWN Securities
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
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.
Uniform Combined State Law Examination
Career
- Jun 2025 – nowGWN Securities Inc.Current firm
Questions to ask Codey
Tailored to Codey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Codey
How do I contact Codey?
Call GWN Securities at 561-472-2700 and ask for Codey Allen O'Daniel. Codey works from the Palm Beach Gardens, FL office.
How long has Codey been a financial advisor?
Codey has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Codey hold?
Series 66. Tap any license on this page to see what it allows.
Is Codey a fiduciary?
Codey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Codey paid?
GWN Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Codey for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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