Garrett Rohrbaugh (CRD# 6943108) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
CRD# 5016374
Ubs Financial Services Inc.
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Apr 2021 - Current | 3 |
| Triad Advisors | Norcross, GA | Oct 2020 - Current | 4 |
| Triad Hybrid Solutions | Norcross, GA | Oct 2020 - Apr 2021 | < 1 |
| Wealthcare Advisory Partners, LLC | Winchester, VA | Apr 2018 - Oct 2020 | 2 |
| Unemployed | Winchester, VA | Dec 2017 - Apr 2018 | < 1 |
| Shenandoah University | Winchester, VA | Aug 2017 - Dec 2017 | < 1 |
| Frederick Co Va Gov | Winchester, VA | Nov 2016 - Aug 2017 | < 1 |
| Student | Winchester, VA | Jan 1999 - Nov 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- MD
- NC
- PA
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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
- 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
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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