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 5 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