William
Garrard
Optimum Financial Services, LLC
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About this Advisor
William Garrard is a financial advisor operating in Jackson, Mississippi. Garrard is an advisor for Optimum Financial Services, LLC. Their career trajectory has included roles at Planters Bank And Trust Company and Optimum Financial Services, LLC. Garrard holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Mississippi and Texas. Optimum Financial Services, LLC is a business headquartered in Jackson, MS. It controls $254 million in total assets among its 490 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 490 accounts, 22% are held by high-net-worth investors who have greater than $1 million in assets. The business has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on the type of services offered. However, fee types billed by Optimum Financial Services, LLC likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Optimum Financial Services, LLC Brokerage Details
$253,745,455
4
490
$517,848
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Garrard Work History
William has been registered as a financial advisor for 0 years.*
Optimum Financial Services, LLC
Planters Bank And Trust Company
*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 William Garrard 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 Optimum Financial Services, LLC
Jackson, MS
Jackson, MS
Jackson, MS
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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