Garrison R. North
MASTER'S WEALTH MANAGEMENT
Lancaster, PA 17602
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CRD#: 5927506
Professional summary
Garrison Rexon North, CFP®, who also goes by Garry North, is a registered financial advisor currently at MASTER'S WEALTH MANAGEMENT INC. located in Lancaster, Pennsylvania.
Garrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Garrison has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Garry North
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.
***EAST OREGON ROAD PARTNERS LLC, not investment related, 1415 Oregon Rd, , Leola, PA. 17540, Real Estate Holding Company, Member, 1/1/2025, 5 hours per month, Overall management of property (will be occupied by us) and financial oversight of income/expenses ***NEFFSVILLE MENNONITE CHURCH POSITION: Writing checks to fund church ministries, general management of church organization NATURE: Treasurer of church class Member of Elder Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 323 Powell Dr, Lancaster PA 17601 DESCRIPTION: I am named on the bank account and have check writing privileges. As a committee, we make financial decisions on behalf of the church. ***PUSH THE ROCK POSITION: Finance Committee NATURE: Finance Committee member for sports-related non-profit ministry. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2016 ADDRESS: 417 State Ave, 2nd Floor Suite 1, Emmaus PA 18049 DESCRIPTION: Finance Committee member. Will attend committee meetings to give input onfinancials of the organization. Will attend events hosted by the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Garrison Rexon North'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: 2016
Experience
Current
March 26, 2024 - Present
MASTER'S WEALTH MANAGEMENT INC.
Office #1: 480 New Holland Avenue Suite 7201, Lancaster, PA 17602RIA
CRD#: 328693
Lancaster, PA
Past
October 29, 2014 - April 1, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LANCASTER, PA
Past
November 8, 2012 - April 1, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LANCASTER, PA
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".
MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.
CRD#: 328693 / SEC#: 801-129711
RIA
Registered Investment Advisory firm - (7/19/2024 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
Pennsylvania(3/26/2024)
IAR
Texas(11/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.
CRD#: 328693 / SEC#: 801-129711
RIA
Registered Investment Advisory firm - (7/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
480 New Holland Avenue Suite 7201, Lancaster, PA 17602
Mailing Address
Phone number
(717) 581-1323
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,263 |
| AUM (Assets Under Management) | $ 415,439,107 |
Red Flags
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Company Information
MASTER'S WEALTH MANAGEMENT INC.
CRD#: 328693Lancaster, PA 17602TRUST BUT VERIFY
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