Tabitha Garreffa, financial advisor Dallas TX
90 score

Tabitha Garreffa

CRD Number: 6156643
Current Firm: Fluent Financial, LLC

Tabitha Garreffa (CRD# 6156643) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Dallas, TX May 2017 - Current < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Tabitha A. Garreffa
Phone Number: 972-852-4800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    689
    ACCOUNTS
  • Average Account Value
    $202,067
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

HI, LA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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