Nancy Garrison (CRD# 1740028) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 36 years of experience in the finance industry. Nancy Garrison 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# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance | Needham, MA | Jan 2022 - Current | 2 |
Park Avenue Securities | Needham, MA | Jan 2022 - Current | 2 |
Hilton Garrison, LLC | Austin, TX | Jun 2014 - Current | 9 |
Park Ave Securities | Austin, TX | Jan 2015 - Jan 2022 | 7 |
Guardian | Austin, TX | Jan 2015 - Jan 2022 | 7 |
Eagle Strategies LLC | San Antonio, TX | Nov 2013 - Jan 2015 | 1 |
Nylife Securities LLC | San Antonio, TX | Oct 2013 - Jan 2015 | 1 |
New York Life | San Antonio, TX | Sep 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1987 |
S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- ID
- MA
- NH
- RI
- TX
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
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