Samantha
Mcgarrity
Saturna Capital Corporation
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About this Advisor
Samantha Mcgarrity is a certified financial planner who works out of Bellingham, Washington who has 1 year of industry experience. Mcgarrity is on the advisory team at Saturna Capital Corporation. During their career, Mcgarrity has held roles at Saturna Capital Corporation, Saturna Brokerage Services, Inc, Ak Usa Fcu, Carlson Steelworks, Banner Bank and Saturna Brokerage Services. Mcgarrity maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Saturna Capital Corporation is a financial advisory firm that has its headquarters in Bellingham, WA. The firm has a total of 73 advisors. It has $5 billion in assets under management among its 117 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 117 customer accounts, 42% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Saturna Capital Corporation can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$5,150,693,205
73
117
$44,023,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Samantha Mcgarrity Work History
Samantha has been registered as a financial advisor for 1 years.*
Saturna Brokerage Services
Saturna Capital Corporation
Saturna Capital Corporation
Saturna Brokerage Services, Inc
Ak Usa Fcu
Carlson Steelworks
Banner Bank
*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 Samantha Mcgarrity 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 Saturna Capital Corporation
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Henderson, NV
Bellingham, WA
Bellingham, WA
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.
