Kevin Garrett- Financial Advisor Atlanta, GA

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About Kevin Garrett

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals.

Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.

See Disclosures

General Information

Firm Start Year

2003

No. of Employees

50-99

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelors Degree in Business - Marketing

University of Alabama
1981 -1985

Financial Planning Certification (CFP®) - Executive Program for Financial Planning

University of Georgia
2006 -2007

Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds

Institute of Business & Finance
2010 -2011

Accredited Wealth Management Advisor - Financial Planning

College of Financial Planning
2007 -2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

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