Eric Garrard, financial advisor Valparaiso IN

Eric Garrard

CRD Number: 4389151
Current Firm: Advisory Services Network

Eric Garrard (CRD# 4389151) is an Investment Advisor Representative working at Advisory Services Network in Valparaiso, IN and has over 18 years of experience in the finance industry. Eric Garrard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Advisory Services Network, LLC Atlanta, GA May 2011 - Current 8
Uvest Financial Services Group, Inc. Charlotte, NC May 2009 - Apr 2011 1
1st Source Bank Valparaiso, IN Jan 2008 - Apr 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
Contact Info for Eric C. Garrard
Phone Number: 770-352-0449
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    3,560
    MILLIONS
  • Total Number of Accounts
    14,196
    ACCOUNTS
  • Average Account Value
    $250,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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