Donald
Garton
Advantage Investment Management
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About this Advisor
Donald Garton is a certified financial planner and chartered financial consultant based in Louisville, Kentucky with a total of 13 years of industry experience. Garton works at Advantage Investment Management. During their career, the advisor has held roles at Advantage Investment Management, Securities Service Network, Securities America, Inc, Benchmark Investments, LLC and Benchmark Advisory Services, LLC. Garton maintains a Series 63 license, certifying them as a securities representative, and is approved to work in Indiana, Kentucky and Pennsylvania. Advantage Investment Management is an advisory business operating out of Louisville, KY. It has a total of eight financial advisors. It oversees $137 million in assets under management among its 806 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 806 accounts, 24% belong to high-net-worth investors who have at least $1 million in assets available to invest. Advantage Investment Management offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the financial services provided. Fees billed by Advantage Investment Management can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advantage Investment Management Brokerage Details
$137,292,287
8
806
$170,338
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Donald Garton Work History
Donald has been registered as a financial advisor for 13 years.*
Benchmark Investments, LLC
Benchmark Advisory Services, LLC
Advantage Investment Management
Securities America, Inc
Securities Service Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Garton 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 Advantage Investment Management
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
