Garrett Reese (CRD# 7788561) is an Investment Advisor Representative working at Avantax Advisory Services in Mooresville, NC and has 1 year of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Mooresville, NC | Aug 2023 - Current | < 1 |
| Avantax Advisory Services | Mooresville, NC | Aug 2023 - Current | < 1 |
| Mooresville Tax Service Inc. | Mooresville, NC | Jan 2022 - Current | 2 |
| G&l Properties, Llc Dba Reese Notary | Mooresville, NC | Aug 2007 - Current | 16 |
| Intuit | Mountain View, CA | Jan 2019 - May 2021 | 2 |
| Garrett S Reese Cpa Pc | Mooresville, NC | Aug 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NC
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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