Garrett Smith (CRD# 7527233) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has 1 year of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Franklin, TN | Mar 2023 - Current | 1 |
Raymond James Financial Services, Inc. | Franklin, TN | Mar 2022 - Current | 2 |
Southwestern Investment Group | Franklin, TN | Mar 2022 - Current | 2 |
Cintas | Nashville, TN | Sep 2021 - Mar 2022 | < 1 |
Verizon | Nashville, TN | Aug 2019 - Sep 2021 | 2 |
Canoe Music City | Kingston Springs, TN | May 2015 - Aug 2019 | 4 |
Adventure Works | Kingston Springs, TN | May 2014 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- TN
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Total Assets Under Management5,503MILLIONS
-
Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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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