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Garrett Kennedy is an Investment Advisor Representative at Kingsview Wealth Management, LLC. Garrett has been registered with the state of Texas since August 2022. Garrett is also a Series 65 licensed Investment Advisor Representative. Garrett's specializations include investment advisory services for individuals, corporations, high-net-worth individuals, charitable organizations, and investment companies. Garrett is a graduate of Texas A&M University.
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.
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.
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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TX
08/31/2022 - Present
Kingsview Wealth Management, LLC (College Station TX)
IA
Issued 07/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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