Optimum Financial Services, LLC
Optimum Financial Services, LLC (CRD# 105878) is a financial advisory firm headquartered in Jackson, MS. They manage $257,450,141 in 466 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management257MILLION
-
Total Number of Accounts466ACCOUNTS
-
Average Account Value$552,468
- A percentage of assets under your management
- Hourly charges
- 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)
LA, MS, TN, TX
John Garrard (CRD# 2042646) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 34 years of experience in the finance industry.
William Garrard (CRD# 6476150) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 8 years of experience in the finance industry.
John Garrard Iii (CRD# 6997286) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 5 years of experience in the finance industry.