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Garrett L Williamson

Investment adviser representative at Park Avenue Securities LLC
15 yearsExperience
16 statesRegistered in
CFP® certificationDesignation
$19.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Guardian Life Insurance CompanyJun 2024 to now
  2. Park Avenue Securities LLCOct 2020 to now
  3. Guardian Life Insurance Co of AmericaAug 2020 to now
  4. Commonwealth Financial NetworkMar 2019 to Jul 2020
  5. Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
  6. Wells Fargo Advisors, LLCSep 2014 to Nov 2016
  7. Wells Fargo Bank, NAApr 2011 to Jan 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 16 states (AL, CA, GA, IL, IN, KY, LA, MN, NC, NH, NY, SC, TN, TX, VA, WA).

Park Avenue Securities LLC

$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6399033
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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