Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Potter is a financial advisor based in Fort Worth, TX, and is registered with TPG Capital BD, LLC. Garrett's career in the financial services industry began in 2019 and he holds the Series 63, Series 7TO and SIE licenses. Garrett holds active registrations in 49 states, plus the District of Columbia. He is also registered with FINRA and has a broker-dealer scope in all states where he is registered. Garrett has previous experience with U.S. Bancorp Investments, Inc., located in New York, NY.
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.
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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TX
11/03/2023 - Present
TPG Capital BD, LLC (FORT WORTH TX)
NY
10/09/2019 - 09/23/2021
U.S. BANCORP INVESTMENTS, INC. (NEW YORK NY)
BC
Issued 12/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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