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Garrett Taylor Kost

Charles Schwab & CO., Inc.

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About Garrett Taylor Kost

Garrett Kost is an investment advisor representative at Charles Schwab & CO., Inc., based in New Braunfels, Texas. Garrett has been in the financial services industry since October 2003. Garrett has experience with a variety of firms, including Wells Fargo Clearing Services, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and USAA Investment Management Company. Garrett holds Series 66, Series 7, and SIE licenses.

Firm Information

Garrett Kost is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Garrett Kost’s Registration & Firm History

TX

10/19/2021 - Present

Charles Schwab & CO., Inc. (New Braunfels TX)

TX

08/23/2018 - 09/21/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN ANTONIO TX)

TX

03/05/2015 - 03/06/2018

WELLS FARGO CLEARING SERVICES, LLC (NEW BRAUNFELS TX)

TX

09/06/2007 - 02/18/2014

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

01/27/2005 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

NJ

08/15/2003 - 06/23/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 08/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Garrett Taylor Kost.
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