Paul
Garrett

Commonwealth Financial Network

CRD#1839490
Investment Advisor
in Lombard, IL

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About this Advisor

Paul Garrett is a financial advisor based in Lombard, Illinois, working with Commonwealth Financial Network. Paul has previously held positions at Garrett Consulting Corp and Commonwealth Financial Network. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Paul is part of Commonwealth Financial Network, which operates out of Lombard, Illinois. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

101 W. 22Nd Street Suite 200
Lombard, IL 60148

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

IL Average: $16,012,751,954
Total Number of Employees

4,500

IL Average: 118
Total Number of Accounts

623,075

IL Average: 4,567
Average Account Size

$284,126

IL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Garrett Work History

2003 - Present (21 years)

Garrett Consulting Corp

2001 - Present (23 years)

Commonwealth Financial Network

Disclosures

Please visit the SEC profile of Paul Garrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Randall Ehle
Murphys, CA
Ka'Neda Bullock
Pennington, NJ
Daniel Lahiff
Burlington, MA
Mark Gubernik
Saint Louis, MO
Charles Kiker
Glen Ellyn, IL
Brian Cummings
Mount Pleasant, SC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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