Garrett Prom (CRD# 6136371) is an Investment Advisor Representative working at Prominent Financial Planning LLC in Austin, TX and has over 11 years of experience in the finance industry. Garrett Prom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prominent Financial Planning, LLC | Austin, TX | Oct 2012 - Current | 11 |
| Boston Scientific | Austin, TX | Oct 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts232ACCOUNTS
-
Average Account Value$73,276
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
TX
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