SG
SG

Skidmore Garrett

30 Years of Experience
Athens, TN
Broker

Skidmore Garrett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Athens, TN, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

603 N. Jackson Street, Athens, TN, 37303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Skidmore is the owner of CLG Properties, LLC, a real estate company that owns the property his business operates from, dedicating minimal time. He also serves as a Branch Manager/Financial Advisor for Garrett Investment Group/CLG Wealth Management, LLC, spending about a quarter to half of his time on this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 1999 - Present · 27 yrs 2 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
Fsc Securities CorporationBroker
November 1996 - March 1999 · 2 yrs 4 mos
Pruco Securities CorporationBroker
March 1996 - November 1996 · 8 mos
State Registrations9 states
ALFLGAKYNCSCTNTXVA
AdvisorBrokerBoth

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.
Skidmore Garrett - Financial Advisor | TrueAdvisor