Brandon W. Garrett, Cfp®, Cima®, Aif® Email and Phone Number
Brandon W. Garrett, Cfp®, Cima®, Aif® work email
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Brandon W. Garrett, Cfp®, Cima®, Aif® personal email
Brandon W. Garrett, Cfp®, Cima®, Aif® phone numbers
Brandon is the CEO of BentOak Capital, a wealth management firm specializing in bespoke financial solutions for corporate executives, dynamic entrepreneurs, and multigenerational farm and ranch families. He leads a team that empowers clients by simplifying the financial landscape, allowing them to focus more on their passions and less on their portfolios. Under his leadership, the BentOak Capital team delivers strategic insights and practical advice, ensuring clients can pursue what matters most to them with confidence and clarity.____________________________________________________________________________________________________________Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section. Investment Advice offered through Garrett Wealth Advisory Group, LLC., dba BentOak Capital, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Chief Executive OfficerBentoak Capital Nov 2023 - PresentWeatherford, Texas, Us
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President | Chief Investment OfficerBentoak Capital Jan 2015 - Nov 2023Weatherford, Texas, Us
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Wealth AdvisorBentoak Capital Jul 2010 - Dec 2014Weatherford, Texas, Us
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Financial Planning SpecialistUnited Capital Financial Advisers, Llc 2009 - 2010Irving, Texas, UsFinancial Planning and Investment Analysis
Brandon W. Garrett, Cfp®, Cima®, Aif® Skills
Brandon W. Garrett, Cfp®, Cima®, Aif® Education Details
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Texas Tech UniversityPersonal Financial Planning
Frequently Asked Questions about Brandon W. Garrett, Cfp®, Cima®, Aif®
What company does Brandon W. Garrett, Cfp®, Cima®, Aif® work for?
Brandon W. Garrett, Cfp®, Cima®, Aif® works for Bentoak Capital
What is Brandon W. Garrett, Cfp®, Cima®, Aif®'s role at the current company?
Brandon W. Garrett, Cfp®, Cima®, Aif®'s current role is CEO at BentOak Capital.
What is Brandon W. Garrett, Cfp®, Cima®, Aif®'s email address?
Brandon W. Garrett, Cfp®, Cima®, Aif®'s email address is br****@****lth.com
What is Brandon W. Garrett, Cfp®, Cima®, Aif®'s direct phone number?
Brandon W. Garrett, Cfp®, Cima®, Aif®'s direct phone number is +181759*****
What schools did Brandon W. Garrett, Cfp®, Cima®, Aif® attend?
Brandon W. Garrett, Cfp®, Cima®, Aif® attended Texas Tech University.
What skills is Brandon W. Garrett, Cfp®, Cima®, Aif® known for?
Brandon W. Garrett, Cfp®, Cima®, Aif® has skills like Alternative Investments, Estate Planning, Special Needs Planning, Executive Benefit Strategies, Concentrated Stock Management, Community Service, Public Speaking, Retirement Income Planning, Bonds, Wealth Preservation Planning, Estate Tax Planning, Portfolio Management.
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