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Garett L. Folkers
ASHTON THOMAS PRIVATE WEALTH
Aberdeen, WA 98520
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CRD#: 4275428
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Professional summary
Garett Lyle Folkers, who also goes by Garett L. Folkers, is a registered financial advisor currently at ASHTON THOMAS PRIVATE WEALTH located in Aberdeen, Washington.
Garett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Garett has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Garett L. Folkers
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.
ABERDEEN SCHOOL DISTRICT NO 5 BOARD DIRECTOR ADVISE ON WAYS AND MEANS OF UTILIZING THE HOQUIAM PARKS H2L Type of business: Entertainment Aberdeen, WA Start date: 1/1/2018 Musician Hours per week: 3 Hours during trading: 0 Musician Timbertown Industries LLC Type of business: Rental Aberdeen, WA Start date: 5/5/2022 Owner Hours per week: 0 Hours during trading: 0 Landlord.
CRS (Client Relationship Summary) - RIA
Click below to view Garett Lyle Folkers'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®
NoneExperience
Current
November 8, 2022 - Present
ASHTON THOMAS PRIVATE WEALTH
Office #1: 405 W Market, Aberdeen, WA 98520RIA
CRD#: 153902
Aberdeen, WA
Past
January 27, 2006 - August 5, 2022
EDWARD JONES
RIA
CRD#: 250
ABERDEEN, WA
Past
November 21, 2000 - August 5, 2022
EDWARD JONES
BD
CRD#: 250
ABERDEEN, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS
CRD#: 153902 / SEC#: 801-71512
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)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
Arizona(2/17/2023)
IAR
Washington(11/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AT
ASHTON THOMAS PRIVATE WEALTH
AMPLIFY PLATFORM | SECOND 50 FINANCIAL | NORTE ADVISORS, LLC | MILL STREET FINANCIAL | JAY R. PENNEY, LLC | GENTRY WEALTH MANAGEMENT | GENTRY ASSET ADVISORY LLC | FORGE PRIVATE WEALTH | CAMPBELL PRIVATE WEALTH MANAGEMENT | ASHTON THOMAS PRIVATE WEALTH, LLC | ASHTON THOMAS PRIVATE WEALTH | ASHTON THOMAS
CRD#: 153902 / SEC#: 801-71512
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 732-4745
Established
Firm type
Fiscal year end
# of Employees
114
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,733 |
| AUM (Assets Under Management) | $ 4,051,333,740 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ASHTON THOMAS PRIVATE WEALTH
CRD#: 153902Aberdeen, WA 98520TRUST BUT VERIFY
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