Patrick Garrett is a registered investment advisor, based in Birmingham, AL, with 9 years of industry experience.
Location
5120 Selkirk Drive, Suite 200, Birmingham, AL, 35242
Get directionsHistory
Regulatory History
Clean regulatory record
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
Patrick is an investment advisor representative (IAR) and financial advisor with Summit Financial. He also works as a fixed insurance agent, dedicating minimal time to providing insurance advice.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - Present · 2 yrs 4 mos
Summit Financial, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2018 - January 2024 · 6 yrs
Ameriprise Financial Services, LLCBroker
March 2016 - January 2024 · 7 yrs 10 mos
State Registrations3 states
ALGAPA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.