Garrett Yack (CRD# 6225806) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Yack Wealth Management | Indian Wells, CA | Jan 2024 - Current | < 1 |
West Wealth Group, LLC | Irvine, CA | Oct 2021 - Current | 2 |
Ensemble Wealth Management | Indian Wells, CA | May 2016 - Jan 2024 | 7 |
Cooper Financial Group | Indian Wells, CA | Feb 2014 - Dec 2021 | 7 |
Securities America, Inc. | Indian Wells, CA | Jan 2014 - Jul 2017 | 3 |
M Clark Financial | Indian Wells, CA | May 2013 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CA
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts1,707ACCOUNTS
-
Average Account Value$167,021
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, ID, LA, MO, MT, NV, OR, PA, TX, WA
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