Garrett Barthelmes (CRD# 6010348) is an Investment Advisor Representative working at Lpl Financial LLC in Gahanna, OH and has over 12 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Fort Mill, SC | May 2021 - Current | 3 |
J.p. Morgan Securities LLC | Columbus, OH | Mar 2020 - May 2021 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Oct 2016 - Feb 2020 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Jolla, CA | Jun 2015 - Oct 2016 | 1 |
Unemployed | El Cajon, CA | May 2015 - May 2015 | < 1 |
Unemployed | Highlands Ranch, CO | Oct 2014 - Apr 2015 | < 1 |
Brighton Homes Utah | North Salt Lake, UT | Jun 2014 - Sep 2014 | < 1 |
Centurylink | Salt Lake City, UT | Jan 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- OH
- SC
- TX
- UT
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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