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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Garrett is a financial advisor currently registered with Avantax Advisory Services. Andrew has been working in the financial industry since June 10, 2011. Prior to joining Avantax Advisory Services, Andrew was with 1st Global Capital Corp. Andrew's specializations include wealth management services, 401k plan administration, and referral services to third-party investment managers. Andrew provides financial planning and portfolio management for individuals and businesses, as well as participant enrollment meetings for pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MD
10/25/2019 - Present
Avantax Advisory Services (TIMONIUM MD)
MD
03/14/2012 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TIMONIUM MD)
MD
01/18/2010 - 10/22/2010
1ST GLOBAL CAPITAL CORP. (TIMONIUM MD)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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