Garrett EkisCRD Number: 6086114
Current Firm: Usaa Financial Planning Services
Garrett Ekis (CRD# 6086114) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Feb 2015 - Current||2|
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2015 - Current||2|
|Princor Financial Services Corporation||Phoenix, AZ||Jul 2014 - Jan 2015||< 1|
|Principal Life Insurance Company||Phoenix, AZ||Jul 2014 - Nov 2014||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Jun 2012 - Jul 2014||2|
|The Gilbert House||Gilbert, AZ||Dec 2010 - Jul 2014||3|
|Penn Mutual Life Ins Co||Horsham, PA||Jun 2012 - Jun 2013||1|
|Raintree Auto Body||Scottsdale, AZ||Sep 2010 - Nov 2010||< 1|
|River View Nissan||Mesa, AZ||Jun 2010 - Sep 2010||< 1|
|Invission Auto Body||Mesa, AZ||Feb 2009 - May 2010||1|
|University Of Phoenix||Phoenix, AZ||Dec 2007 - Feb 2009||1|
|Country Wide||Chandler, AZ||May 2007 - Dec 2007||< 1|
|Express Locations||Mesa, AZ||Sep 2006 - May 2007||< 1|
|Wireless Advocates||Gilbert, AZ||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.