TG
CFP
TG
CFP

Timothy Garrett

13 Years of Experience
New Bern, NC
Broker

Timothy Garrett is a CFP-designated registered investment advisor, based in New Bern, NC, with 13 years of industry experience.

Location

375 South Front Streeet, New Bern, NC, 28561

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy owns Garrett Concrete Holdings LLC, which owns commercial real estate and concrete business-related equipment, and Birdhouse Holdings LLC, which holds commercial and residential rental real estate. He spends minimal time overseeing the rental income and property for both.

Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2022 - Present · 4 yrs 7 mos
Truist Advisory Services, INC.
February 2022 - Present · 4 yrs 7 mos
Truist Investment Services, INC.
February 2022 - Present · 4 yrs 7 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - November 2020 · 2 yrs 10 mos
Bb&t Securities, LLCBroker
January 2018 - November 2020 · 2 yrs 10 mos
Bb&t Investment Services, INC.
March 2013 - January 2018 · 4 yrs 10 mos
Bb&t Investment Services, INC.Broker
March 2013 - January 2018 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - March 2013 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - March 2013 · 1 yr 10 mos
State Registrations27 states
ALAZCACODCDEFLGAILINKSMAMDMONCNHNJNYOHPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.