Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Garrett is a financial advisor with Cambridge Investment Research Advisors, Inc., where he has been working since September 2020. Paul is a registered representative in Arkansas, Florida, Oklahoma and Texas. He is also a registered investment advisor representative in Oklahoma and Texas. Paul has over 25 years of experience in the financial services industry. His previous roles include working for Royal Alliance Associates, Inc., Signator Investors, Inc., Raymond James Financial Services, Inc., and Hornor, Townsend & Kent, Inc. Paul holds the Series 6, 7 and 63 licenses and the SIE certification. He is also a Chartered Financial Consultant. Paul provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OK
09/14/2020 - Present
Cambridge Investment Research Advisors, Inc. (Oklahoma City OK)
OK
11/02/2018 - 09/02/2020
ROYAL ALLIANCE ASSOCIATES, INC. (OKLAHOMA CITY OK)
OK
07/22/2008 - 11/02/2018
SIGNATOR INVESTORS, INC. (OKLAHOMA CITY OK)
TX
02/15/2006 - 07/03/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
11/01/2005 - 11/29/2005
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
WI
01/20/1997 - 06/30/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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