Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrick? Claim Your ProfileGarrick Wilson McDuffie is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC, and has been in the industry since 1998. Garrick is licensed in Texas and holds the Series 6, Series 63, and SIE exams. Garrick has worked at both Chase Investment Services Corp. and Banc One Securities Corporation. Garrick has extensive experience 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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
TX
09/09/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
07/06/2005 - 09/01/2010
CHASE INVESTMENT SERVICES CORP. (COPPELL TX)
IL
05/15/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 05/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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