Garrett Rohrbaugh, financial advisor Gettysburg PA

Garrett Rohrbaugh

CRD Number: 6943108
Current Firm: Osaic Advisory Services, LLC

Garrett Rohrbaugh (CRD# 6943108) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Gettysburg, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Steven Aquino, financial advisor Gettysburg PA
Steven A. Aquino
CRD# 3250909
Founders Financial Securities, LLC
Similar Advisors
Jack Armstrong, financial advisor Gettysburg PA
Jack E. Armstrong
CRD# 4060914
Commonwealth Financial Network
Similar Advisors
Luke Austin, financial advisor Gettysburg PA
Luke T. Austin
CRD# 5522357
Edward Jones
Company Name Location Dates Years
Triad Hybrid Solutions Norcross, GA Apr 2021 - Current 3
Triad Advisors Norcross, GA Oct 2020 - Current 3
Triad Hybrid Solutions Norcross, GA Oct 2020 - Apr 2021 < 1
Wealthcare Advisory Partners, LLC Winchester, VA Apr 2018 - Oct 2020 2
Unemployed Winchester, VA Dec 2017 - Apr 2018 < 1
Shenandoah University Winchester, VA Aug 2017 - Dec 2017 < 1
Frederick Co Va Gov Winchester, VA Nov 2016 - Aug 2017 < 1
Student Winchester, VA Jan 1999 - Nov 2016 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Garrett Rohrbaugh
Phone Number: 866-580-8219
Registered State(s):
  • MD
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    4,939
    MILLIONS
  • Total Number of Accounts
    20,269
    ACCOUNTS
  • Average Account Value
    $243,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.