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Keith Garrett
17 Years of Experience
Texarkana, TX
4 Disclosures
Keith Garrett is a registered investment advisor at Garrett Investment Advisory Services, LLC, based in Texarkana, TX, with 17 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$450K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.00% |
| $25K - $100K | 1.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K+ | 0.90% |
Advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Texarkana, TX
Get directionsHistory
Regulatory History (4)
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Judgment / Lien
March 2014Customer Dispute
August 2013Denied
Customer Dispute
September 2010Denied
Customer Dispute
April 2010Settled
Other Business Activities
Keith works as a sales consultant at Orr Hyundai, an automotive dealership. He is also the sole owner of Garrett Research LLC, an online financial publication company.
Employment History
Current Registrations
Garrett Investment Advisory Services, LLC
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2014 - February 2015 · 1 yr
Wells Fargo Advisors, LLC
May 2012 - September 2013 · 1 yr 4 mos
Cambridge Investment Research Advisors, INC.
September 2011 - June 2012 · 9 mos
Bancorpsouth Investment Services, INC.
August 2010 - August 2011 · 1 yr
Morgan Keegan & Company, INC.
November 2005 - July 2010 · 4 yrs 8 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.