Garrett Williamson (CRD# 6399033) is an Investment Advisor Representative working at Park Avenue Securities LLC in Brentwood, TN and has over 9 years of experience in the finance industry. Garrett Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities LLC | Brentwood, TN | Oct 2020 - Current | 3 |
| Guardian Life Insurance Co Of America | Brentwood, TN | Aug 2020 - Current | 3 |
| Commonwealth Financial Network | San Diego, CA | Mar 2019 - Jul 2020 | 1 |
| Wells Fargo Bank, Na | Chanhassen, MN | Apr 2011 - Jan 2019 | 7 |
| Wells Fargo Clearing Services, LLC | Chanhassen, MN | Nov 2016 - Mar 2018 | 1 |
| Wells Fargo Advisors, LLC | Chanhassen, MN | Sep 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- AL
- AZ
- CA
- FL
- GA
- IL
- IN
- KY
- LA
- MN
- NY
- NC
- SC
- TN
- TX
- VA
- WA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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