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KG

Keith S. Garrett

GARRETT INVESTMENT ADVISORY SERVICES
TEXARKANA, TX
Some features on this profile are disabled
CRD#: 2391108
KG

Professional summary

Keith Scott Garrett is a registered financial advisor currently at GARRETT INVESTMENT ADVISORY SERVICES, LLC located in Texarkana, Texas.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Keith has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ohlson Group; INVESTMENT RELATED; ORR HYUNDAI; NOT INVESTMENT RELATED; TEXARKANA, TX; AUTOMOTIVE DEALERSHIP; SALES CONSULTANT; START: 03/2017. GARRETT RESEARCH LLC; NOT INVESTMENT RELATED; TEXARKANA, TX; ONLINE FINANCIAL PUBLICATION COMPANY; SOLE OWNER; START: 6/2017

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Scott Garrett's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 12, 2017 - Present

GARRETT INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 287555
TEXARKANA, TX
Past

February 10, 2014 - February 18, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
TEXARKANA, TX
Past

January 28, 2014 - February 18, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
TEXARKANA, TX
Past

May 30, 2012 - September 16, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ASHDOWN, AR
Past

May 30, 2012 - September 16, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ASHDOWN, AR
Past

September 14, 2011 - June 22, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FORT WORTH, TX
Past

September 2, 2011 - June 22, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
TEXARKANA, TX
Past

August 11, 2010 - August 10, 2011

BANCORPSOUTH INVESTMENT SERVICES, INC.

RIA
CRD#: 46259
TEXARKANA, TX
Past

July 26, 2010 - August 10, 2011

BANCORPSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 46259
TEXARKANA, TX
Past

November 22, 2005 - July 13, 2010

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
LITTLE ROCK, AR
Past

July 2, 2001 - July 13, 2010

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
LITTLE ROCK, AR
Past

March 17, 1998 - July 17, 2001

CAPITAL ONE INVESTMENTS, LLC

BD
CRD#: 17526
NEW ORLEANS, LA
Past

May 19, 1997 - March 4, 1998

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

November 17, 1995 - May 19, 1997

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

June 15, 1994 - October 30, 1995

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

December 15, 1993 - June 7, 1994

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/12/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/3/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/11/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/18/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/14/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GI
GARRETT INVESTMENT ADVISORY SERVICES, LLC
GARRETT INVESTMENT ADVISORY SERVICES, LLC

CRD#: 287555 / SEC#:

Texas
Registered Investment Advisory firm - (4/12/2017 Approved)
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Contact information

Main Address
Texarkana, TX
Mailing Address
Phone number
(903) 276-0604
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 450,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GARRETT INVESTMENT ADVISORY SERVICES, LLC

CRD#: 287555Texarkana, TX

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