Garnett Keith (CRD# 1475168) is an Investment Advisor Representative working at Seabridge Investment Advisors LLC in Atlanta, GA and has over 27 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seabridge Investment Advisors, LLC | Summit, NJ | Jan 2021 - Current | 3 |
| Retired | Retired, FL | Jun 2017 - Jan 2021 | 3 |
| Seabridge Investment Advisors, LLC | Summit, NJ | Aug 1996 - Jun 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
- GA
-
Total Assets Under Management434MILLIONS
-
Total Number of Accounts328ACCOUNTS
-
Average Account Value$1,324,504
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, GA, MA, NJ, NY, PA, TX, WA
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