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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 Minton is a financial advisor with Greenwood Capital Associates, LLC in Greenwood, SC. Garrett is registered in 29 states and the District of Columbia as a broker and investment advisor representative. He has been in the financial services industry since 2020. Garrett specializes in providing investment advice, retirement planning, and financial consulting services to individuals and businesses. He has experience in providing investment advice, retirement planning, and financial consulting services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, consulting to retirement plan sponsors
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.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
1
2
SC
12/02/2024 - Present
Greenwood Capital Associates, LLC (GREENWOOD SC)
NC
05/27/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
07/28/2020 - 05/24/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 12/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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