Garrison NorthCRD Number: 5927506
Current Firm: Securities America Advisors, Inc.
Garrison North (CRD# 5927506) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lancaster, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Securities America Advisors||Lancaster, PA||Oct 2014 - Current||3|
|Securities America, Inc.||Lancaster, PA||Sep 2012 - Current||5|
|Master's Advisors||Lancaster, PA||May 2012 - Current||5|
|Philadelphia Biblical University||Langhorne, PA||Aug 2008 - May 2012||3|
|Franklin And Marshall College||Lancaster, PA||Dec 2008 - Jan 2012||3|
|Lancaster Country Club||Lancaster, PA||May 2007 - Aug 2011||4|
|Keystone Fireworks||Lancaster, PA||Jun 2008 - Jul 2010||2|
|Freeze And Frizz Inc.||Lititz, PA||May 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV