Mitchell Garrett (CRD# 6939099) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Travelers Rest, SC and has over 4 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4333814
Edward Jones
CRD# 6180133
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Greenville, SC | Sep 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Greenville, SC | Sep 2021 - Current | 2 |
| Bank Of Travelers Rest | Greenville, SC | Jul 2021 - Current | 2 |
| Gateway Wealth Strategies | Greenville, SC | Jul 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | May 2019 - Jul 2021 | 2 |
| North Greenville University | Greenville, SC | Sep 2018 - May 2019 | < 1 |
| Northwestern Mutual | Greenville, SC | May 2018 - Sep 2018 | < 1 |
| North Greenville University | Greenville, SC | Sep 2017 - May 2018 | < 1 |
| Alpha Lacrosse, Inc. | Greenville, SC | May 2017 - Sep 2017 | < 1 |
| North Greenville University | Greenville, SC | Sep 2016 - May 2017 | < 1 |
| Acm Landscaping Services | Greenville, SC | May 2015 - Sep 2016 | 1 |
| Jm Services | Greenville, SC | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- SC
-
Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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