Garret HolleranCRD Number: 6159838
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Garret Holleran (CRD# 6159838) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 4 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Bank Of America, N.a.||Chandler, AZ||Nov 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Oct 2015 - Current||2|
|Arizona Diamondbacks||Phoenix, AZ||Mar 2015 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Chandler, AZ||Aug 2013 - Oct 2015||2|
|Made Baseball||Phoenix, AZ||Jul 2013 - Oct 2015||2|
|Waddell & Reed, Inc.||Scottsdale, AZ||Feb 2013 - Oct 2015||2|
|P2 Performance Plus||Chandler, AZ||Jan 2014 - Mar 2015||1|
|International Cruise & Excursions,inc||Scottsdale, AZ||Aug 2012 - Jan 2013||< 1|
|Unemployed||Phoenix, AZ||Jul 2012 - Aug 2012||< 1|
|Sioux City Explorers||Sioux City, IA||May 2012 - Jul 2012||< 1|
|Phoenix Coyotes Hockey Club||Glendale, AZ||Oct 2011 - Apr 2012||< 1|
|Calgary Vipers||Calgary,||May 2011 - Oct 2011||< 1|
|Unemployed||Phoenix, AZ||Jan 2011 - May 2011||< 1|
|Tigres De Cartagena||Bolivar,||Oct 2010 - Jan 2011||< 1|
|Chico Outlaws||Chico, CA||May 2010 - Oct 2010||< 1|
|Unemployed||Phoenix, AZ||Dec 2009 - May 2010||< 1|
|Seminole County Naturals||Sanford, FL||Oct 2009 - Dec 2009||< 1|
|Gary South Shore Railcats||Gary, IN||May 2009 - Oct 2009||< 1|
|Unemployed||Phoenix, AZ||Oct 2008 - May 2009||< 1|
|Gary Southshore Railcats||Gary, IN||Jun 2008 - Oct 2008||< 1|
|Student||Phoenix, AZ||Jan 2003 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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