Brandon Garrett, financial advisor Weatherford TX

Brandon Garrett

CRD Number: 5661756
Current Firm: Bentoak Capital

Brandon Garrett (CRD# 5661756) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 13 years of experience in the finance industry. Brandon Garrett 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
Garrett Wealth Advisory Group, Llc (dba: Bentoak Capital) Weatherford, TX Jan 2015 - Current 9
Lpl Financial LLC Weatherford, TX Jun 2010 - Current 13
Snow Garrett Wealth Management Weatherford, TX Apr 2011 - Jan 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Brandon W. Garrett
By the Numbers
  • Total Assets Under Management
    473
    MILLIONS
  • Total Number of Accounts
    1,289
    ACCOUNTS
  • Average Account Value
    $366,950
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

LA, NM, TX

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