Brete GarlandCRD Number: 2335012
Current Firm: Stephens
Brete Garland (CRD# 2335012) is an Investment Advisor Representative working at Stephens in Little Rock, AR and has over 28 years of experience in the finance industry.
Bok Financial Advisors
Egp Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
|Stephens Inc.||Little Rock, AR||Sep 2019 - Current||2|
|Voya Financial Advisors, Inc.||Little Rock, AR||Oct 2016 - Sep 2019||2|
|Voya Financial||Little Rock, AR||Sep 2014 - Sep 2019||5|
|Voya Retirement Advisors||Little Rock, AR||Sep 2014 - Oct 2016||2|
|Ing Investment Advisers||Little Rock, AR||Nov 2008 - Sep 2014||5|
|Ing||Little Rock, AR||Nov 2008 - Sep 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management14,050MILLIONS
Total Number of Accounts23,567ACCOUNTS
Average Account Value$596,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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