Unclaimed
Garrett Michael Mills is an investment advisor representative with LaSalle St. Investment Advisors, LLC and has been working in the financial industry since May 2009. Garrett is a licensed investment advisor representative in 13 states and has been registered with the state of Massachusetts as an investment advisor representative since 2016. Garrett also previously worked as an investment advisor representative with Concorde Investment Services, LLC, National Securities Corporation, and J.P. Turner & Company, L.L.C.
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.
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.
1
2
MA
07/06/2017 - Present
Lasalle ST. Investment Advisors, LLC (Braintree MA)
MA
03/01/2016 - 09/30/2016
CONCORDE INVESTMENT SERVICES, LLC (Braintree MA)
MA
07/26/2010 - 03/01/2016
NATIONAL SECURITIES CORPORATION (BRAINTREE MA)
MA
08/06/2009 - 08/03/2010
J.P. TURNER & COMPANY, L.L.C. (BRAINTREE MA)
NY
04/24/2009 - 07/07/2009
KINGSIDE PARTNERS, LLC (NEW YORK NY)
IA
Issued 09/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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