Austin GwilliamCRD Number: 4503010
Current Firm: Global Retirement Partners LLC
Austin Gwilliam (CRD# 4503010) is an Investment Advisor Representative working at Global Retirement Partners LLC in Capistrano Beach, CA and has over 15 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
O'reilly Wealth Advisors
|Global Retirement Partners LLC||San Rafael, CA||Jul 2014 - Current||3|
|Lpl Financial LLC||Capistrano Beach, CA||Jul 2014 - Current||3|
|Financial Telesis||San Rafael, CA||Oct 2005 - Jul 2014||8|
|401(k) Advisors||Aliso Viejo, CA||Oct 2005 - Jul 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management18,102MILLIONS
Total Number of Accounts3,121ACCOUNTS
Average Account Value$5,800,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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