Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Scott Smith is a financial advisor registered with Charles Schwab & CO., Inc. in Charlottesville, Virginia. Garrett has been in the financial services industry since October 2019. Garrett previously worked for AXA ADVISORS, LLC. Garrett has a strong background in financial planning and investment management. Garrett is also registered as an Investment Advisor Representative in Virginia.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
01/24/2024 - Present
Charles Schwab & CO., Inc. (Charlottesville VA)
NC
10/17/2019 - 02/04/2020
AXA ADVISORS, LLC (RALEIGH NC)
BC
Issued 02/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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