Unclaimed
Christopher Garrett is an active Investment Advisor Representative with Motley Fool Wealth Management, LLC. Christopher Garrett has been in the industry since 2014 and specializes in providing financial planning, portfolio management for individuals, and educational seminars. Christopher Garrett has worked for both TMF Investments and Vanguard Marketing Corporation in the past. Christopher Garrett is registered as an Investment Advisor Representative in Colorado, North Carolina, and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Publisher provides per-client payment for newsletter subscribers
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2
VA
02/18/2022 - Present
Motley Fool Wealth Management, LLC (ALEXANDRIA VA)
VA
09/17/2023 - 07/22/2024
TMF INVESTMENTS (ALEXANDRIA VA)
NC
07/09/2014 - 02/04/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 06/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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