Garrett Investment Advisors, LLC
Garrett Investment Advisors, LLC (CRD# 159359) is a financial advisory firm headquartered in Eureka Springs, AR. They manage $75,429,783 in 305 accounts and serve the financial needs of clients across 18 states (or territories).
-
Total Assets Under Management75MILLION
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$247,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, ND, NY, OH, OR, PA, TX
Richard Fleming (CRD# 4498348) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Colorado Springs, CO and has over 14 years of experience in the finance industry. Richard Fleming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Carrie Kulig (CRD# 2871845) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Longmeadow, MA and has over 20 years of experience in the finance industry.
Kent Grealish (CRD# 228233) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in San Bruno, CA and has over 36 years of experience in the finance industry. Kent Grealish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Bellfy (CRD# 6311083) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Eureka Springs, AR and has over 4 years of experience in the finance industry.
Leisa Aiken (CRD# 2958044) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Chicago, IL and has over 20 years of experience in the finance industry. Leisa Aiken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eva Barberi (CRD# 4843412) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Santa Barbara, CA and has over 9 years of experience in the finance industry. Eva Barberi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Euting (CRD# 3242133) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Avon, CT and has over 15 years of experience in the finance industry. Jeffrey Euting has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Haisten (CRD# 2011196) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Jackson, GA and has over 28 years of experience in the finance industry. David Haisten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James McMahon (CRD# 5633235) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Sylvania, OH and has over 8 years of experience in the finance industry. James McMahon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Nawrot (CRD# 4680643) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Sugar Grove, IL and has over 14 years of experience in the finance industry. Michael Nawrot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.