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Featured Business Financial Advisor in Atlanta, GA
Atlanta Financial Advisors
Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338
(404) 933-8787
Advisor Profile
Kevin Garrett, AWMA, CFS
Name:  Kevin Garrett, AWMA, CFS
Phone Number:  (404) 933-8787
Website:  Visit Website
Disclaimer
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

About Integrated Financial Group

As an accomplished Financial Advisor with extensive
experience also managing both corporate and small
businesses, Kevin provides important perspective and
counsel to busy executives and entrepreneurs who have
significant levels of wealth and complexity in their
life. Kevin partners with families to uncover their
personal objectives, to manage and monitor their
investments and to help them align their assets with
their life’s goals.
Specialties
■ Retirement Planning
■ Investments
■ Estate Planning
■ Business Development
■ Executive Compensation
■ Risk Management
 

General Information

Gender:    Male
CRD#:    5215443
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    GA, AL, SC, MD
States Willing to do Business in:    FL, MD, NC, VA, TN, TX, LA, MS, ARK
Years of Experience in Financial Services:    10+
Number of Years with Current Firm:    5+
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
I received my bachelor's degree from the
University of Alabama at Tuscaloosa where I
majored in Marketing. I completed The Executive
Program for Financial Planning Certification (CFP)
offered by the University of Georgia's Terry
College of Business and I have earned the
Accredited Wealth Manager (AWMA) designation from
The College of Financial Planning in Denver as
well as the Certified Fund Specialist (CFS)
designation from the Institute of Business &
Finance in San Diego. I hold the Series 7 -
General Securities Representative, Series 31 -
Managed Futures, Series 63 - Uniform Securities
Agent and Series 65 ? Uniform Investment Advisor
registrations.
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, Stocks, Bonds, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Wealth Management Advisor(AWMA), Certified Fund Specialist (CFS)
Securities Licenses:    Series 31, Series 7, Series 65, Series 63
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    ■ Committee Chairman, North Fulton County March of
Dimes (2008-2009)
■ Advisory Board Member, St. Jude's Golf for the
Kids Invitational
■ Member, Barnwell Elementary School Board
■ Former Member, Technology Association of
Georgia?s CEO High-Tech Council
■ Former Member, American-Israeli Chamber of
Commerce, Telecommunications Committee
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor 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 & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    100,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Kevin Garrett, AWMA, CFS

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