Garry Whitfield is a registered investment advisor, based in Austin, TX, with 20 years of industry experience.
Location
901 S Mopac Expy, Bldg 5, Suite 260, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Garry is an owner/principal in Cornerstone Group of Texas LLC and Paraclete Wealth Partners, spending about a quarter to about half his time on each. He is also an owner in Noble Wealth Partners and Paraclete Strategic Consulting Services LLC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Neuberger Berman LLC
Neuberger Berman LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Redwood Brokerage LLCBroker
State Registrations22 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.