Teresa Garrett is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10150 Meanley Drive, First Floor, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teresa is a partner in Leatherback Supply Company, a retail and wholesale business, since 2015. She assists with direct sales and marketing on the weekends, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Investments, LLCBroker
Scf Securities, INC.Broker
Western International Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.Broker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations1 state
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.