William Garrard (CRD# 6476150) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 8 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimum Financial Services, LLC | Jackson, MS | Jan 2015 - Current | 9 |
| Planters Bank And Trust Company | Indianola, MS | Aug 1989 - Dec 2014 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- MS
- TX
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts466ACCOUNTS
-
Average Account Value$552,468
- A percentage of assets under your management
- Hourly charges
- 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)
LA, MS, TN, TX
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