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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
“Private Wealth Management For Select Individuals”
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 a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals.

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:    AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI
States Willing to do Business in:    Alpharetta,Atlanta,Cumming,Duluth,Kennesaw,Lawrenceville,Lilburn,Marietta,Roswell,Scottdale,Snellville,Stone Mountain,Woodstock, MD
Years of Experience in Financial Services:    10+
Number of Years with Current Firm:    8+
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, Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Fund Specialist (CFS), Accredited Wealth Management Advisor(AWMA)
Securities Licenses:    Series 65, Series 7, Series 63, Series 31
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 and 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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