Garrett Pool (CRD# 6204513) is an Investment Advisor Representative working at Access Financial Group, LLC in Mount Vernon, TX and has over 10 years of experience in the finance industry.
CRD# 5318216
Raymond James Financial Services Advisors, Inc.
CRD# 2388541
Lpl Financial LLC
CRD# 7055393
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Access Financial Group, LLC | Katy, TX | Sep 2021 - Current | 2 |
| Edward Jones | St Louis, MO | Jun 2013 - Aug 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- LA
- TX
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$172,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, OK, TX
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