Brandon W. Garrett
BENTOAK CAPITAL
Weatherford, TX 76086
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CRD#: 5661756
Professional summary
Brandon Wayne Garrett, AIF®, CFP®, CIMA®, who also goes by Brandon Garrett, is a registered financial advisor currently at BENTOAK CAPITAL located in Weatherford, Texas.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brandon has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Brandon Garrett
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.
1.) 04/18/2019 - DW & SS Garrett FLP - DBA: Double G Wagyu - Not investment related - Business Owner - start date: 12/27/2018 - 20 hrs/mo - 4 hrs during trading. 2.) 02/11/2021 - Board Member; Doss Heritage &; Culture Center; Investment Related: No; Location: 1400 Texas Drive Weatherford, TX 76086; Description of the business: Local history museum; Responsibilities Duties: Non-profit board member; Start date with business: 2021-01-27; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2 3.) 04/15/2024 Non-Profit Finance Committee Member ; Northside Baptist Church of Weatherford ;Investment Related: No; Location: N/A ; Description of the business: Local Non-Profit; Responsibilities Duties: No check writing ability or access to funds; Start date with business: 2024-04-15; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2 4) 09-10-2024 - Weatherford Chamber of Commerce Foundation; Director; Non Investment Related; Location: 401 Ft Worth Hwy Weatherford TX 76086; Description: Separate entity from the WCOC for fundraising and providing benefit to the community outside of normal chamber activities. ; Responsibilities Duties: Non-profit board member; Start date: 2024-05-14; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 5) 01-01-2024 - Garrett Double G Land & Cattle, LLC; Co-Owner; Not Investment Related; 400 Rebecca Lane Weatherford TX 76085; Description of the business: Farm & ranch entity - cattle, beef production, and operations; 0 Hour per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Wayne 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®
CFP®
Start date: 2013
Experience
Current
January 2, 2015 - Present
BENTOAK CAPITAL
Office #1: 201 Ft. Worth Hwy., Weatherford, TX 76086RIA
CRD#: 173563
Weatherford, TX
Past
January 25, 2011 - January 25, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
WEATHERFORD, TX
Past
January 4, 2011 - December 20, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WEATHERFORD, TX
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".
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 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
Texas(1/2/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086
Mailing Address
Phone number
(817) 550-6750
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 803,657,019 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
