Garet TarvinCRD Number: 5209712
Current Firm: Alpha Initiative
Garet Tarvin (CRD# 5209712) is an Investment Advisor Representative working at Alpha Initiative in Palo Cedro, CA and has over 16 years of experience in the finance industry.
State Farm Investment Management Corp.
Stifel, Nicolaus & Company, Incorporated
|Alpha Initiative, Inc.||Palo Cedor, CA||Nov 2019 - Current||3|
|Alpha Initiative, Inc.||Palo Cedor, CA||Aug 2018 - Current||4|
|Kahala Partners LLC||Redding, CA||May 2014 - Current||8|
|Pacific Rim Markets||Honolulu, HI||Jul 2007 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management8MILLIONS
Total Number of Accounts51ACCOUNTS
Average Account Value$151,416
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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