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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Devine is a financial advisor with Belpointe Asset Management LLC, a firm that provides financial planning and investment management services to individuals, families, and institutions. Garrett has been in the financial services industry for over 20 years and holds a Series 7 and Series 65 licenses. Prior to joining Belpointe Asset Management, Garrett worked at KESTRA Investment Services, LLC, and Wells Fargo Advisors, LLC. Garrett has a strong track record of helping clients reach their financial goals, and is committed to providing personalized service and sound financial advice.
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.
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.
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CA
12/13/2018 - Present
Belpointe Asset Management LLC (BEVERLY HILLS CA)
CA
03/28/2014 - 12/11/2018
KESTRA INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)
CA
01/03/2011 - 04/09/2014
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
11/09/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
CA
04/29/2008 - 10/08/2010
INTERLINK SECURITIES CORP. (LOS ANGELES CA)
NJ
08/31/1998 - 06/18/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 09/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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