KevinGarrett- 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

CRD#

5215443

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI, WVA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Recent Successes include: Being included in the list of "Advisors That You Need To Know", in The Wall Street Journal. Listed in Advisors To Know in Dec. 2017 Forbes Magazine A multi-year winner as one of Atlanta's 5-Star Wealth Management Professionals (2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022).*

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFS, AWMA^®

Securities Licenses

Series 7, Series 63, Series 65

Financial Organization Memberships

Financial Planning Association (FPA)

Non-Financial Organization Memberships

■ Committee Chairman, North Fulton County March of Dimes (2008-2009) ■ Advisory Board Member, St. Jude's Golf for the Kids Invitational ■ Member, Barnwell Elementary School Board ■ Former Member, Technology Association of Georgia?s CEO High-Tech Council ■ Former Member, American-Israeli Chamber of Commerce, Telecommunications Committee

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250,000

Compensation Methods

Based on Assets

Additional Details on Charges

Fees are based on the assets that we manage.

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

Accredited Wealth Management Advisor - Financial Planning

College of Financial Planning
2007 -2008

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

Institute of Business & Finance
2010 -2011

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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Kevin Garrett

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