Unclaimed
Janet Garner is a financial advisor at LPL Financial LLC, a firm with a history of providing comprehensive financial advice to individuals, families, and businesses. Janet has over 25 years of experience in the financial services industry, holding licenses in Louisiana, Tennessee, and Texas. Janet has experience with a range of financial products and services, and she is committed to helping her clients achieve their financial goals. She is passionate about helping people understand their financial options and make informed decisions about their financial future.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
05/16/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
03/25/2017 - 05/17/2022
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
08/01/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
08/01/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)
BOTH
Issued 08/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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