Kaitlyn GarrisonCRD Number: 7217139
Current Firm: Equitable Advisors, LLC
Kaitlyn Garrison (CRD# 7217139) is an Investment Advisor Representative working at Equitable Advisors, LLC in Sheridan, WY and has over 3 years of experience in the finance industry.
Cetera Investment Advisers LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|Equitable Advisors, LLC||New York, NY||Jan 2020 - Current||3|
|Axa Advisors||New York, NY||Jan 2020 - Jun 2020||< 1|
|Fortner, Bayens, Levkulich & Garrison, P.c.||Denver, CO||May 2017 - Mar 2020||2|
|Dish Network||Littleton, CO||Mar 2017 - May 2017||< 1|
|Unemployed||Lakewood, CO||Jan 2017 - Mar 2017||< 1|
|University Of Denver||Denver, CO||Jul 2014 - Dec 2016||2|
|Lory Student Center||Fort Collins, CO||Jan 2013 - Jul 2014||1|
|Colorado State University||Fort Collins, CO||Aug 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management24,555MILLIONS
Total Number of Accounts75,222ACCOUNTS
Average Account Value$326,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
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