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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| 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 |
- TX
-
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
- Other
OK, TX
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