William Berkley Garrett

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2015 → 06/2024
  Securities America, Inc.
  Franklin, TN
• 08/2015 → 06/2024
  Securities America Advisors
  Franklin, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Franklin, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Franklin, TN

Previous Registrations

• 2015-08-31 → 2024-06-14
  Securities America Advisors, Inc.
  Brentwood, TN
  Franklin, TN
  Franklin, TN
  Franklin, TN
• 2010-09-07 → 2015-09-03
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Brentwood, TN
• 2004-03-25 → 2010-10-02
  Garrett Financial, Llc
  Brentwood, TN
  Franklin, TN
  Brentwood, TN

Other Businesses

1. DBA: WILLIAM B. GARRETT, PRIVATE WEALTH MANAGEMENT 2. WILLIAM B. GARRETT DBA GARRETT WEALTH MANAGEMENT, LLC POSITION: sales agent NATURE: WILLIAM B. GARRETT - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 08/2015 - LOCATED AT 3209 Windward Ln, Franklin, TN 37064. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2015 ADDRESS: 3209 Windward Ln, Franklin TN 37064, United States DESCRIPTION: part of my financial planning practice. Client profile created and appropriate products recommended based on carrier stability, client needs and wishes, and affordability for client.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-04-15

Designations

• Certified Financial Planner

Other Names

• Bill Garrett
• William Garrett
• William B Garrett