Garth Fernandez
CRD Number: 2783860Current Firm: United Planners' Financial Services Of America A Limited Partner
Garth Fernandez (CRD# 2783860) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Honolulu, HI and has over 27 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services | Scottsdale, AZ | Mar 2013 - Current | 11 |
| Lpl Financial | Honolulu, HI | Feb 2012 - Current | 12 |
| Premier Wealth Management | Honolulu, HI | Jan 2012 - Current | 12 |
| Garth Fernandez / Landlord | Honolulu, HI | May 2008 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- HI
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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