Featured Business Financial Advisor in Lombard, IL
Lombard Financial Advisors
Garrett Consulting Corporation
101 W. 22nd Street, Suite 200
Lombard, IL 60148
Phone Number
Advisor Profile
Paul Garrett
Name:  Paul Garrett
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAPEntity(Website%20Portal)SolicitorDisclosureStatement-WiserAdvisorandGarrett.pdf
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This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, MI, MO, NC, NE, NV, NY, OH, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html

About Garrett Consulting Corporation

Garrett Consulting is a professional financial consulting organization that recognizes and strives to fulfill our clients' goals. Over the past 31 years, Paul Garrett has worked one-on-one with private businesses, individual investors, and corporations to come up with comprehensive plans to pursue clients' financial needs.
 

General Information

Gender:    Male
CRD#:    1839490
Firm CRD#:    8032
Name of Broker/Dealer:    Commonwealth Financial Network
Name of Custodial Firm:    National Financial
States Licensed in:    IL
States Willing to do Business in:    Arlington Heights,Barrington,Batavia,Buffalo Grove,Carol Stream,Chicago,Clarendon Hills,Darien,Deerfield,Des Plaines,Downers Grove,Elmhurst,Forest Park,Geneva,Glencoe,Glenview,Hinsdale,Itasca,Kenilworth,La Grange,Lisle,Medinah,Mount Prospect,Naperville,Northbrook,Oak Brook,Oak Park,Orland Park,Oswego,Palatine,Palos Heights,Palos Park,Plainfield,Saint Charles,Schaumburg,Sugar Grove,Tinley Park,Warrenville,Western Springs,Westmont,Wheaton,Willow Springs,Wilmette,Winfield,Winnetka,Wood Dale
Years of Experience in Financial Services:    31
Number of Years with Current Firm:    19
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Managed Futures, Bonds, Mutual Funds, Options & Futures, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via phone, Via email, At my office, At your home
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 7, Series 22, Series 24, Series 63, Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Health, Variable Annuity, Long Term Care, Variable Life
Non-Financial Organization Memberships:    Better Business Bureau
 

Firm Information

Firm's Number of Clients:    250
Firm's Number of Planning Clients:    250
Firm's Number of Managed Clients:    200
Assets Managed by Firm:    $154,000,000
Advisor's Number of Clients:    240
Advisor's Number of Managed Clients:    240
Advisor's Number of Planning Clients:    240
Assets Managed by Advisor:    $130,000,000
 

Compliance

Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000.00
Compensation Methods:    Commissions, Based on Assets
 
 
 
Prepared By: Paul Garrett
 
 
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