National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Kevin Garrett, AWMA, CFS

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338
(770) 3536311

Private Wealth Management For Select Individuals

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

Firm Start Year

2003

No.of Employees

50-99

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

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

Services

Investment Types

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

I can meet clients in the following ways

At my office, Via phone, At your office, At your home, Via email

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

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Fund Specialist (CFS), Accredited Wealth Management Advisor(AWMA)

Securities Licenses

Series 7, Series 31, 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

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets

Education

Bachelors Degree in Business - Marketing

UNiversity of Alabama
1981 - 1985

Financial Planning Certification (CFP®) - Executive Program for Financial Planning

University of Georgia
2006 - 2007

Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds

Institute of Business & Finance
2010 - 2011

Accredited Wealth Management Advisor - Financial Planning

College of Financial Planning
2007 - 2008

Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC