Garrett Taylor (CRD# 5034931) is an Investment Advisor Representative working at Arvest Wealth Management in Joplin, MO and has over 17 years of experience in the finance industry. Garrett Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4119891
Edward Jones
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Webb City, MO | Oct 2020 - Current | 3 |
| Arvest Wealth Management | Joplin, MO | Dec 2012 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- AR
- KS
- MO
- NY
- OK
- TX
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Total Assets Under Management2,593MILLIONS
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Total Number of Accounts7,674ACCOUNTS
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Average Account Value$337,946
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, VT, WA, WI, WV, WY
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