Eugene
Garner

Grove Point Advisors, LLC

CRD#4892619
Investment Advisor
in Delmar, DE

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About this Advisor

Eugene Garner is a financial advisor who works in Delmar, Delaware who has 1 year of relevant experience. Garner works at Grove Point Advisors, LLC. Their career trajectory has included roles at Grove Point Investments LLC, Grove Point Advisors LLC and David Lerner Associates. Garner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Delaware. Grove Point Advisors, LLC is a registered investment firm that has its headquarters in Rockville, MD. The company has offices in 208 locations and a total of 333 people on staff. It has $2 billion in assets between its 8,355 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 8,355 accounts, 18% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Grove Point Advisors, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Delmar, DE

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

DE Average: $6,889,882,315
Total Number of Employees

333

DE Average: 45
Total Number of Accounts

8,355

DE Average: 765
Average Account Size

$230,614

DE Average: $9,006,382

Investment Advisory Services

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

Eugene Garner Work History

Eugene has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Grove Point Investments LLC

2022 - Present (2 years)

Grove Point Advisors LLC

2004 - 2022 (18 years)

David Lerner Associates

*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 Eugene Garner 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 Grove Point Advisors, LLC

Nicholas Johnson
Rockville, MD
Michael Dearing
Rockville, MD
Nick Twentyfive
Victor, NY
Kimberly Douglas
Rockville, MD
Kevin Klipfel
Paso Robles, CA
Carl Morreale
Wheaton, IL
Kyle Braender
Trenton, NJ
Louis Nemeth
Bethlehem, PA

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.

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