Ernest Garrett (CRD# 3187574) is an Investment Advisor Representative working at Towneley Capital Management, Inc. in Laguna Hills, CA and has over 25 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Towneley Capital Management, Inc. | Laguana Hills, CA | Jul 2014 - Current | 9 |
| Towneley Capital Management, Inc. | Laguna Hills, CA | Jan 2001 - Jul 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
- CA
- TX
-
Total Assets Under Management882MILLIONS
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$2,206,043
- A percentage of assets under your management
- Hourly charges
- 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
- Other
CA, DC, FL, MA, MD, MO, NH, NJ, NY, OR, TN, TX
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