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Garrett Williams

8 Years of Experience
Vancouver, WA
Broker

Garrett Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Vancouver, WA, with 8 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1400 Washington St Ste 200, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Garrett is a relationship manager for Washington Trust Bank, focusing on client relationships without trading or investment advice. He also owns Williams Weddings and Events and serves as a director for Journey Theater Arts Group, each taking a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Investment Services LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Morgan StanleyBroker
August 2022 - November 2024 · 2 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
June 2020 - August 2022 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
August 2017 - April 2020 · 2 yrs 8 mos
State Registrations6 states
CANCOHORSCWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Garrett Williams - Financial Advisor | TrueAdvisor