Brandon Wayne Garrett
AIF®, CFP®, CIMA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Retirement Planning
- Tax Planning
Other Aliases
Brandon Garrett
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures on record.
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.
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Credentials
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
Contact Information
Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086Phone Number
(817) 550-6750# of Employees
20SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,039AUM (Assets Under Management)
$969,768,698Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
State Registrations and Notice Filings
(1/2/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brandon Wayne Garrett's CRS (Customer Relationship Summary).
Services Offered by Brandon
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Retirement Planning
- Tax Planning
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