Kimberli Garrett
Kimberli Garrett is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 30 years of industry experience. Kimberli is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Houston, TX
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Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Kimberli is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating a few hours per week. She also owns Garrett Wealth Management, a DBA for financial services and insurance, spending about a quarter of her time on this. Finally, Kimberli is the executor for an estate, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations16 states
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
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