Unclaimed
Garr Randyl Webb is a financial advisor who is registered in California, Idaho, Montana, Texas, Utah and Washington. Garr is currently employed with LPL Financial LLC, and was previously affiliated with H.D. VEST INVESTMENT SERVICES in Leavenworth, WA. Garr's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
02/08/2010 - Present
LPL Financial LLC (EPHRATA WA)
WA
10/22/2007 - 09/24/2009
H.D. VEST INVESTMENT SERVICES (LEAVENWORTH WA)
IA
Issued 02/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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