Garrett WilliamsCRD Number: 7451119
Current Firm: Schubert & Company, Inc.
Garrett Williams (CRD# 7451119) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Schubert & Company, Inc.||Mckinney, TX||Jan 2023 - Current||< 1|
|Financial Innovations Llc (dba Wisdom Index Advisors)||Prosper, TX||Jun 2021 - Dec 2022||1|
|Bahama Buck's||College Station, TX||Sep 2020 - May 2021||< 1|
|Texas A&m||College Station, TX||May 2018 - May 2021||3|
|Beacon Pointe Advisors||Plano, TX||Dec 2020 - Jan 2021||< 1|
|Schubert And Company||Mckinney, TX||Jun 2020 - Aug 2020||< 1|
|Lowe's||Allen, TX||Apr 2020 - Jun 2020||< 1|
|Medical Sciences Library At Texas A&m||College Station, TX||Feb 2019 - Oct 2019||< 1|
|Blinn College||Bryan, TX||Aug 2017 - May 2018||< 1|
|Lucas Christian Academy||Lucas, TX||Aug 2011 - May 2017||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management323MILLIONS
Total Number of Accounts476ACCOUNTS
Average Account Value$678,142
- 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
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