Garth Fernandez
Garth Fernandez is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Vancouver, WA, with 29 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
1112 Daniels Street, Suite B-100, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2013Other Business ActivitiesSells Insurance
Garth owns Premier Wealth Management, offering insurance and financial services, since 2012. He is also a licensed agent since 1995 selling fixed insurance products, which is not investment related.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
LPL Financial LLCBroker
Crown Capital Securities, L.P.Broker
Capital Brokerage CorporationBroker
Allianz Life Financial Services, LLCBroker
Ameritas Investment CORP.Broker
Intervest International Equities CorporationBroker
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
Financial Network Investment CorporationBroker
The O.N. Equity Sales CompanyBroker
Princor Financial Services CorporationBroker
Ascend Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations7 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.