Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Waters is a Registered Investment Advisor (RIA) with Anchor Capital. Garrett has over 20 years of experience in the financial services industry. Before joining Anchor Capital, Garrett worked at HUNTER WISE SECURITIES, LLC and HOLLENCREST CAPITAL MANAGEMENT. Garrett is a Series 7, 63 and 65 licensed advisor. Garrett provides portfolio management services for individuals, investment companies, and businesses. Garrett specializes in working with clients who are seeking investment advice to achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Flat fee
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2
CA
04/03/2015 - Present
Anchor Capital (ALISO VIEJO CA)
CA
07/25/2005 - 07/18/2006
HUNTER WISE SECURITIES, LLC (IRVINE CA)
CA
08/14/2002 - 01/03/2005
HOLLENCREST CAPITAL MANAGEMENT (NEWPORT BEACH CA)
IA
Issued 11/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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