Ian Garrett, financial advisor Lafayette LA
90 score

Ian Garrett

CRD Number: 6142379
Current Firm: Fmsa

Ian Garrett (CRD# 6142379) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 3 years of experience in the finance industry.

Similar Advisors
Micah Moscovis ChFC®, ChSNC™, financial advisor Lafayette LA
Micah R. Moscovis ChFC®, ChSNC™
CRD# 4807670
Msi Financial Services, Inc.
Score
100
Similar Advisors
Christopher Broussard, financial advisor Lafayette LA
Christopher M. Broussard
CRD# 3271608
Eagle Strategies LLC
Score
96
Similar Advisors
Adam Curry, financial advisor Lafayette LA
Adam J. Curry
CRD# 5144075
1st Global Advisors Inc.
Score
96
Company Name Location Dates Years
Beaty Insurance Agency Orange, TX Jul 2005 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Ian S. Garrett
Phone Number: 337-984-7744
Firm Website: http://www.myfmsa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.