Austin Gwilliam, financial advisor Capistrano Beach CA
93 score

Austin Gwilliam

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners LLC San Rafael, CA Jul 2014 - Current 2
Lpl Financial LLC Capistrano Beach, CA Jul 2014 - Current 2
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
Contact Info for Austin D. Gwilliam
Phone Number: 415-526-2751
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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