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Eric C. Garrard

Advisory Services Network

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About Eric C. Garrard

Eric Garrard is a financial advisor with Advisory Services Network, based in Valparaiso, Indiana. Eric has been in the financial industry since 2001. He specializes in providing financial planning and portfolio management services to individuals, corporations, and other businesses. He is a Certified Financial Planner™ and holds the Series 7, 24, and 63 licenses. Eric previously worked at UVEST Financial Services Group, Inc. and Invest Financial Corporation.

Firm Information

Eric Garrard is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Garrard’s Registration & Firm History

IN

06/01/2011 - Present

Advisory Services Network (VALPARAISO IN)

IN

05/27/2009 - 04/15/2011

UVEST FINANCIAL SERVICES GROUP, INC. (VALPARAISO IN)

IN

04/30/2007 - 11/06/2007

INVEST FINANCIAL CORPORATION (VALPARAISO IN)

IN

09/12/2005 - 04/30/2007

PFIC SECURITIES CORPORATION (VALPARAISO IN)

TX

06/18/2001 - 09/28/2005

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2002

Series 24 - General Securities Principal Examination

BC

Issued 06/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric C. Garrard.
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