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Paul Garrett

Garrett Consulting Corporation

101 W. 22nd Street
Suite 200

Lombard, IL 60148
(630) 5765182

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

Firm Start Year

1988

No.of Employees

5-9

CRD#

1839490

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial

States Licensed in

IL

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

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

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

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Compensation Methods

Based on Assets

Disclosures

Disclaimer

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