Garrett Smith (CRD# 6103211) is an Investment Advisor Representative working at Lincoln Investment in New Albany, IN and has over 10 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shepherd Financial Investment Advisory LLC | Carmel, IN | Mar 2018 - Current | 6 |
| Lincoln Investment | Fort Washington, PA | Jan 2018 - Current | 6 |
| Parkland Securities Company | Ann Arbor, MI | Feb 2016 - Jan 2018 | 1 |
| Unemployed | Sellersburg, IN | Jan 2016 - Feb 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Louisville, KY | Apr 2013 - Dec 2015 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- IN
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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