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Garrett D. Layell

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CRD#: 5726118
GL
Garrett Daniel 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.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Garrett Daniel Layell holds an inactive insurance license and does not sell or offer insurance products. Garrett Daniel Layell also engages in business development consulting with other RIAs to help them develop and execute strategic growth strategies. This may involve introducing other financial advisors to them who may be able to create profitable alliances. Garrett Daniel Layell may receive compensation for this service in the form of fixed monthly consulting fees, and periodic bonus payments that are based on the growth attributed to the performance of Wealth Partners. Garrett Daniel Layell offers one-on-one coaching to financial advisors who are exploring ways to improve their practice. He is compensated by a monthly coaching fee determined by the level of engagement and depth of services provided. Garrett Daniel Layell owns 3D-Finances, LLC, formerly known as Own Your Own Finances, LLC. This LLC has been administratively dissolved. He also owns Third Dimension Advisors, LLC, a formerly Registered Investment Advisor, which is no longer operational or conducting any business activities.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Past

September 8, 2023 - May 10, 2024

WEALTH PARTNERS, LLC

RIA
CRD#: 327179
Holly Springs, NC
Past

April 5, 2022 - December 14, 2022

FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 314351
Holly Springs, NC
Past

June 5, 2015 - September 13, 2022

THIRD DIMENSION ADVISORS, LLC

RIA
CRD#: 194518
HOLLY SPRINGS, NC
Past

May 6, 2015 - June 9, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CARY, NC
Past

March 6, 2013 - June 9, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CARY, NC
Past

December 14, 2009 - March 11, 2013

EDWARD JONES

RIA
CRD#: 250
HOLLY SPRINGS, NC
Past

December 1, 2009 - March 11, 2013

EDWARD JONES

BD
CRD#: 250
HOLLY SPRINGS, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/9/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/30/2009
General Securities Representative Examination

Current Firm

WP
WEALTH PARTNERS, LLC
ADVISOR GROWTH | WEALTH PARTNERS, LLC | WEALTH PARTNERS, L.L.C. | ADVISOR GROWTH, LLC | ADVISOR GROWTH, L.L.C.

CRD#: 327179 / SEC#:

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Contact information

Main Address
Holly Springs, NC
Mailing Address
300 South Main Street Suite 212, Holly Springs, NC 27540
Phone number
(919) 561-2436
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

WEALTH PARTNERS, LLC

CRD#: 327179

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