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Wilson Blanton Garnett

Global Retirement Partners LLC

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About Wilson Blanton Garnett

Wilson Blanton Garnett is a financial advisor registered with Global Retirement Partners LLC. Wilson has been in the financial services industry since June 1993. The advisor has a broad range of experience in financial planning, retirement planning, and portfolio management. Wilson specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Wilson Blanton Garnett also has experience in the insurance industry. The advisor is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Wilson holds a Series 7, 6, and 63 licenses, as well as a Series 65 license.

Firm Information

Wilson Garnett is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wilson Garnett’s Registration & Firm History

FL

02/20/2019 - Present

Global Retirement Partners LLC (St. Petersburg FL)

FL

08/19/2005 - 11/03/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)

FL

09/25/2000 - 09/06/2005

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

IN

06/11/1993 - 09/26/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/11/1993 - 09/26/2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 11/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/10/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wilson Blanton Garnett.
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