Garrett D. Layell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Garrett Daniel Layell, CFP® was a registered financial professional .
Garrett is a previously registered financial professional and started their career in finance in 2009. Garrett had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
September 8, 2023 - May 10, 2024
WEALTH PARTNERS, LLC
April 5, 2022 - December 14, 2022
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
June 5, 2015 - September 13, 2022
THIRD DIMENSION ADVISORS, LLC
May 6, 2015 - June 9, 2015
CETERA WEALTH SERVICES, LLC
March 6, 2013 - June 9, 2015
CETERA WEALTH SERVICES, LLC
December 14, 2009 - March 11, 2013
EDWARD JONES
December 1, 2009 - March 11, 2013
EDWARD JONES
State Registrations and Notice Filings
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Exams
Current Firm
WEALTH PARTNERS, LLC
CRD#: 327179 / SEC#:
Contact information
Red Flags
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