Sheila Stowers, financial advisor Austin TX
93 score

Sheila Stowers

CRD Number: 3005789
Current Firm: Garrett Investment Advisors, LLC

Sheila Stowers (CRD# 3005789) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Austin, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Garrett Investment Advisors, LLC Austin, TX Jan 2012 - Current 4
Stay-at-home Mother Austin, TX Oct 2010 - Jan 2012 1
University Of Texas Austin, TX Jan 2010 - Sep 2010 < 1
Unemployed Austin, TX Nov 2009 - Dec 2009 < 1
Charles Schwab & Company, Inc. Austin, TX Nov 2008 - Nov 2009 1
Dimensional Fund Advisors LP Austin, TX Oct 2007 - Nov 2008 1
Cue Financial Group Inc. Phoenix, AZ Jul 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Jan 2012
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Sheila R. Stowers
Phone Number: 910-333-6659
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $198,786
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, CO, CT, FL, IL, KS, KY, MA, MI, MN, NY, OH, OR, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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