Garrett Smith (CRD# 5213553) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Eagle, ID and has over 16 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Garrison Point Holdings, LP | Walnut Creek, CA | Jul 2018 - Current | 5 |
| Garrison Point Capital, LLC | Walnut Creek, CA | Oct 2012 - Current | 11 |
| Garrison Point Funds, LLC | Walnut Creek, CA | Jan 2013 - Dec 2021 | 8 |
| Garrison Point Advisors, LLC | Walnut Creek, CA | Dec 2017 - Mar 2020 | 2 |
| San Francisco Sentry Investment Group, LLC | San Francisco, CA | Dec 2012 - Nov 2017 | 4 |
| Sf Sentry Securities, Inc. | San Francisco, CA | Oct 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- CA
- ID
- TX
-
Total Assets Under Management485MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$13,477,498
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, ID, TX
About Wealthminder
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 derived from SEC.gov data covering 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.
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.