Ernest Garrett, financial advisor Laguna Hills CA
96 score

Ernest Garrett

CRD Number: 3187574
Current Firm: Towneley Capital Management, Inc.

Ernest Garrett (CRD# 3187574) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 17 years of experience in the finance industry. Ernest Garrett 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.

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Professional Designations
Company Name Location Dates Years
Towneley Capital Management, Inc. Laguna Hills, CA Jan 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
Contact Info for Ernest D. Garrett
Phone Number: 949-837-3580
Firm Website: http://www.towneley.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    593
    MILLIONS
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $1,864,534
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, DC, FL, MA, MO, NH, NJ, NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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