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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Garrett Investment Advisors, LLC 6 years, 7 months Jul 2012 - Present
Garrett Investment Advisors, LLC 7 years, 2 months Dec 2011 - Present
The Garrett Planning Network, Inc. 19 years Feb 2000 - Present
Are You
Sheryl Diane Garrett?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Sheryl Garrett

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 21, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Garrett Investment Advisors, LLC

Last updated on March 31, 2017
    • $75.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 305
      Accounts
    • $247.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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