Garet Tarvin (CRD# 5209712) is an Investment Advisor Representative working at Alpha Initiative in Palo Cedro, CA and has over 17 years of experience in the finance industry.
CRD# 6125219
Edward Jones
CRD# 4292833
State Farm Investment Management Corp.
CRD# 5744898
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
City Of Redding | Redding, CA | Oct 2022 - Current | 2 |
Alpha Initiative, Inc. | Palo Cedor, CA | Nov 2019 - Current | 4 |
Alpha Initiative, Inc. | Palo Cedor, CA | Aug 2018 - Current | 6 |
Kahala Partners LLC | Redding, CA | May 2014 - Feb 2022 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- CA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$115,169
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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