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Brian Garrette is an investment advisor representative associated with Potomac Fund Management, located in MIAMI, FL. Brian Garrette has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination and has 25 years of experience in the financial industry. Brian Garrette specializes in portfolio management for individuals, portfolio management for investment companies and publication of periodicals. The firm's advisory services include financial planning, portfolio management for individuals, portfolio management for investment companies, and publication of periodicals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
FL
01/06/2025 - Present
Potomac Fund Management (MIAMI FL)
Active
Inactive
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