Brandon W. Garrett,  CFP<sup>&reg;</sup> - Financial Advisor

Brandon W. Garrett, CFP®

CIMA®

CEO

BentOak Capital

201 Fort Worth Hwy
Weatherford, TX 76086
FINANCIAL ADVISOR'S WEBSITE
(817) 550-6750 CONNECT WITH Brandon
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General

Brandon Garrett is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at BentOak Capital in Weatherford, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member: FINRA/SIPC.  Investment Advice offered through Garrett Wealth Advisory Group, LLC dba BentOak Capital, a registered investment advisor and separate entity from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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