Garrett Newman
Garrett Newman is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 14 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
1255 Scott Street, San Diego, CA, 92106
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2017Other Business Activities
Garrett operates an LPL business under a DBA for after-tax wealth management since 2021. He also owns and operates Remy's Mobile Notary since 2022, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Peak American Investment Advisors, INC.
Pruco Securities, LLC.Broker
Niagara International Capital LimitedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
National Financial Services LLCBroker
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.