Lifestyle Financial Planning Facts & Questions

How are you remunerated?

Disclosure of the fees and costs you will pay is disclosed in the Beacon Global Advisor Network, LLC Form ADV which you will be provided and is available at the Investment Adviser Public Disclosure page www.adviserinfo.sec.gov. Additionally, commissions are earned for insurance bond wrappers and insurance products and services. Your advisor is compensated on a salary basis.

Can you recommend only a limited number of products or services to me? If so, why?

No, we can offer you a whole of market suite of products and have terms set up with many providers. If there is a provider we currently don’t have terms with, they can be set up very quickly.

What licenses do you or your firm hold? Are you registered with the SEC, a state, or FINRA?

Beacon Global Advisor Network, LLC (BGAN) is registered as an investment adviser with the Securities and Exchange Commission and noticed filed with various states where it does not qualify for an exemption. Its advisory representatives who are based in the United States are licensed under BGAN at a minimum in the state where they maintain a place of business. Registration and licensing does not imply a certain level of skill or education and does not imply that any regulator approves or passes upon the advice or services offered or provided. Licensed advisory representatives typically means the individual has passed and maintains either a Series 65 or Series 7 and 66, or a state accepted US professional designation.

Where are you based and where is your office based in the United States?

From our office in the heart of Miami’s main financial district, GWM USA’s team of licensed advisory representatives provide advice to international investors across the country. GWM USA is a division of GWM, a global financial advisory firm with offices in Middle East, Central Europe and the UK.

What experience do you have dealing with people in a similar situation to mine?

GWM Global has been helping people like you for over 20 years. Prior to opening GWM USA in 2017, our team have decades of experience in many countries dealing with clients and holistic financial planning advice.

There are lots of ways that we can help you. So why not request a call back.

All the best relationships have to start somewhere.

Request Call Back.

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