Owen GartrellCRD Number: 3022713
Current Firm: Robert W. Baird & Company Incorporated
Owen Gartrell (CRD# 3022713) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 24 years of experience in the finance industry.
Td Ameritrade, Inc.
Charles Schwab & Company, Inc.
Avantax Advisory Services
|Robert W. Baird & Company Incorporated||Fort Worth, TX||Oct 2012 - Current||9|
|Charles Schwab & Company, Inc.||Fort Worth, TX||Sep 2008 - Oct 2012||4|
|Charles Schwab Bank||Fort Worth, TX||Sep 2008 - Oct 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management275,840MILLIONS
Total Number of Accounts272,742ACCOUNTS
Average Account Value$1,011,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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