Garrett Yack, financial advisor Irvine CA

Garrett Yack

CRD Number: 6225806
Current Firm: West Wealth Group, LLC

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.

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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
Contact Info for Garrett T. Yack
Phone Number: 949-682-9105
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    285
    MILLIONS
  • Total Number of Accounts
    1,707
    ACCOUNTS
  • Average Account Value
    $167,021
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, ID, LA, MO, MT, NV, OR, PA, TX, WA

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