Garrett Brian Spargo Wilson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2022 → Present
  Wilson Financial Group, Llc
  Gastonia, NC
• 08/2018 → 05/2022
  Campbell University
  Buies Creek, NC
• 08/2005 → 05/2018
  Gaston Christian School
  Gastonia, NC
• 10/2020 → 05/2022
  Heister Wholesale Parts
  Lillington, NC
• 01/2024 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA

Other Businesses

1. WILSON FINANCIAL GROUP, LLC, 520 SOUTH NEW HOPE ROAD, GASTONIA NC 28054, 07/2023, AGENT, USING A DBA, INV REL O HR/MO O HR/TRADING 2. GW Wealth Management, 2072 Lane Road Extension, Gastonia NC 28056, United States, 03/2026, Owner, 1099, NIR, HR/MO: 0 - HR/MO TRADING: 0 3. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 09/2023, Investment Advisor Representative, CIRA affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2023-12-01

Designations

• Certified Financial Planner

Other Names

• Garrett Brian Spargo Wilson