Stephen Garrett is a registered investment advisor, based in Birmingham, AL, with 22 years of industry experience.
Location
5120 Selkirk Drive, Suite 200, Birmingham, AL, 35242
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an investment advisor representative (IAR) with Summit Financial d/b/a Garrett, Perkins & Horton Advisory Partners since October 2023, dedicating nearly full-time hours to trading, investment models, and client performance discussions. He also works as a fixed insurance agent, providing insurance advice, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations3 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.