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# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth 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
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