Gary Garrett, financial advisor Davenport IA
73 score

Gary Garrett

CRD Number: 3102999
Current Firm: Transamerica Retirement Advisors, LLC

Gary Garrett (CRD# 3102999) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Davenport, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Diversified Investment Advisors Davenport, IA Jun 2006 - Current 10
Diversified Investors Securities Corp. Davenport, IA Jun 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gary L. Garrett
Phone Number: 866-368-0566
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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