Brandon Wayne Garrett
Presidente presso Garrett Wealth Advisory Group LLC
Profilo
Mr. Brandon W.
Garrett is a President & Chief Investment Officer at Garrett Wealth Advisory Group LLC.
He oversees the strategic direction of the firm, manages firm-wide investment solutions, and provides comprehensive financial planning guidance to clients.
Mr. Garrett is a Director and Past President of the Weatherford Noon Lions Club and is a past board member of the Weatherford ISD Education Foundation.
He has served as a Weatherford Chamber of Commerce Board Member and was a co-founder and past Chairman of the Weatherford Young Business Leaders.
He graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning.
He completed the executive education component of the CIMA designation through the Wharton School - University of Pennsylvania.
Mr. Garrett is also a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst®.
He also holds the Accredited Investment Fiduciary® designation.
In addition to these certifications, he maintains the Series 7 & 24 securities registration licenses through LPL Financial, as well as the Series 66 with LPL Financial and Garrett Wealth Advisory Group.
Brandon also holds a Texas Life and Health Insurance license.
Posizioni attive di Brandon Wayne Garrett
Società | Posizione | Inizio |
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Garrett Wealth Advisory Group LLC
Garrett Wealth Advisory Group LLC Investment ManagersFinance Garrett Wealth Advisory Group LLC (dba BentOak Capital) is an independent, SEC-registered investment advisor headquartered in Weatherford, Texas. The firm was founded in 2014 and is owned by D. Wayne Garrett (65%) and Brandon Garrett (35%). BentOak Capital offers personalized wealth management solutions to high-net-worth families, trusts, and businesses. | Presidente | 01/12/2014 |
Formazione di Brandon Wayne Garrett
Texas Tech University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Garrett Wealth Advisory Group LLC
Garrett Wealth Advisory Group LLC Investment ManagersFinance Garrett Wealth Advisory Group LLC (dba BentOak Capital) is an independent, SEC-registered investment advisor headquartered in Weatherford, Texas. The firm was founded in 2014 and is owned by D. Wayne Garrett (65%) and Brandon Garrett (35%). BentOak Capital offers personalized wealth management solutions to high-net-worth families, trusts, and businesses. | Finance |
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