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Manager Profile

Garrett Financial, LLC
William Garrett
7000 Executive Center Dr. Suite 240
Brentwood, TN 37027
phone: (615) 221-0030
toll free: 800-792-6791
email:
Manager Overview
Fee-based financial planning firm. Develops written financial plans and manages investment assets for clients for a fee based on assets under management.
Experience & Disclosure
My CRD Number: 163299
Firm CRD Number: 115352
Work Experience: Founded Garrett Financial, LLC in 1986
Academic Background: CFP study at College For Financial Planning 1992-1994 Washington Univ. School of Law 1969-1970 Washburn Univ. BA 1965-1969
Services
Types of Investments: Mutual funds, bonds, unit investment trusts, stocks, variable and fixed investments.
Qualifications
Certifications, Accreditations and Designations: CFP, CCPS, CEA
Number of Advisors in Office: 2
Advisor's Number of Clients: 80
Compensation
New Client Minimum Portfolio Size: $250,000
Money Manager Articles
Should You Pay Off Your Mortgage or Invest? - 05/27/2009
Eleven Ways to Help Yourself Stay Sane in a Crazy Market - 05/26/2009
Prepared by: William Garrett
Created on: 05/06/2009 3:09 pm est
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