Garrett Williams, financial advisor Mckinney TX

Garrett Williams

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Garrett B. Williams
Phone Number: 972-422-1010
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


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