Garrett German, financial advisor Exeter CA

Garrett German

CRD Number: 4000167
Current Firm: Ameritas Advisory Services, LLC

Garrett German (CRD# 4000167) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Exeter, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Harvest Wealth Group Exeter, CA Aug 2018 - Current 5
Canvas Financial Exeter, CA Aug 2018 - Current 5
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 17
Ameritas Life Insurance Company Lincoln, NE Jun 2006 - Current 17
20/20 Capital Management Inc. Costa Mesa, CA Nov 2015 - Dec 2018 3
20/20 Financial Advisers, Llc-exeter Exeter, CA Feb 2014 - Dec 2018 4
Valley Financial Group Exeter, CA Aug 1999 - Jul 2018 18
Exeter Ambulance Board Exeter, CA Feb 2010 - Mar 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Garrett H. German
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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