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Garrison Ellington Goodlett

Principal Advised Services

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About Garrison Ellington Goodlett

Garrison Ellington Goodlett is a financial advisor with Principal Advised Services and has over 12 years of experience in the financial services industry. Garrison is registered with the state of Iowa and has passed multiple securities exams including the Series 6, 7, 63 and 66. Garrison is licensed to provide financial advice to individuals and has over 12,000 clients. Garrison's firm, Principal Advised Services, is located in Des Moines, Iowa and offers a wide range of financial services including portfolio management, financial planning and the selection of other advisors.

Firm Information

Garrison Goodlett is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Garrison Goodlett’s Registration & Firm History

IA

05/24/2024 - Present

Principal Advised Services (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 05/23/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2014

Series 7 - General Securities Representative Examination

BC

Issued 02/02/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Garrison Ellington Goodlett. Review regulatory record here.
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