Advisor at Garrett Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Garrett Investment Advisory Services, LLC
Location
Texarkana, TX
Credentials
Series 63, Series 65
Industry experience
17 years
Keith Garrett is a financial advisor at Garrett Investment Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both investment advisory and automotive sales roles, including at the Ohlson Group and Orr Hyundai. Garrett is also the sole owner of Garrett Research LLC, an online financial publication company. Garrett Investment Advisory Services, LLC provides investment supervisory services and individual portfolio management to a small number of clients, including both non–high-net-worth and high-net-worth individuals. The firm develops customized portfolios and emphasizes mutual fund and ETF analysis with ongoing monitoring of holdings and market conditions.
$0 - $25,000: 1.0% $25,001 - $100,000: 1.0% $100,001 - $250,000: 1.0% $250,001 - $500,000: 1.0% Over $500,000+: .90%
Texarkana, TX
Texas
Ohlson Group
2024 - Present (2 years)
Orr Hyundai
2017 - Present (9 years)
Garrett Investment Advisory Services, LLC
2017 - Present (9 years)
David Mcdavid Honda
2017 - 2017 (1 year)
Orr Volkswagen
2016 - 2017 (1 year)
Orr Auto Group
2016 - 2016 (1 year)
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Series 65
Texarkana, TX
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