Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Phillips is a financial advisor at 3summit Investment Management, LLC. He is registered with the state of Colorado. Garrett has been in the industry for 19 years. He has experience with both individual and business portfolios. Garrett specializes in financial planning and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CO
12/11/2018 - Present
3summit Investment Management, LLC (DENVER CO)
CA
02/03/2020 - 12/31/2021
GORDIAN INVESTMENTS, LLC (OREGON HOUSE CA)
CO
12/13/2016 - 02/01/2018
FORESIDE FUND SERVICES, LLC (Golden CO)
CO
08/30/2016 - 12/09/2016
ALPS DISTRIBUTORS, INC. (Golden CO)
BOTH
Issued 07/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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