TG
TG

Tabitha Ann Garreffa

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
2,898 clients
Average Client Portfolio
$199K average
Assets Under Management
$576.3M

Fee Structure

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Location

Arlington, TX

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History

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.

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Other Business ActivitiesSells Insurance

Tabitha is an independent contractor selling insurance since May 2023. This activity, involving insurance quotes and sales, requires minimal time.

Employment History
Current Registrations
Abg Consultants
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Private Client Services, LLCBroker
July 2018 - November 2021 · 3 yrs 4 mos
Fluent Financial, LLC
May 2017 - November 2021 · 4 yrs 6 mos
LPL Financial LLCBroker
May 2017 - July 2018 · 1 yr 2 mos
First Command Advisory Services
December 2015 - April 2017 · 1 yr 4 mos
First Command Financial Planning, INC.
August 2013 - December 2015 · 2 yrs 4 mos
First Command Financial Planning, INC.Broker
May 2013 - April 2017 · 3 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.