Benjamin Garrett
Benjamin Garrett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 21 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
Dallas, TX
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Regulatory History (1)
Criminal
October 1996Other Business ActivitiesSells Insurance
Benjamin owns Garrett Brothers Firewood and Red Oak Wealth Management, LLC, dedicating minimal time to these activities. He also sells non-variable insurance through Diversified Brokerage Services, spending minimal time during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Nylife Securities LLCBroker
Nationwide Investment Services CorporationBroker
State Registrations6 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.