Unclaimed
James Cobb Garnett is an Investment Advisor Representative with Brownlie & Braden Advisors, LLC in FORT WORTH, TX. James is a Series 65 licensed advisor and has been in the industry since April 2010. James specializes in providing financial planning services, analyzing investment opportunities and private equity evaluation/due diligence, selection of other advisors, and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides analysis of investment opportunities and private equity evaluation/due diligence
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/15/2020 - Present
Brownlie & Braden Advisors, LLC (FORT WORTH TX)
IA
Issued 10/15/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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