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Blair Jason Garner

GARNER FINANCIAL MANAGEMENT, INC.·LAFAYETTE, California
Unclaimed Profile
3620 HAPPY VALLEY ROAD, LAFAYETTE, CA 94549CRD# 6093058Firm CRD# 131628
01

About

Blair Jason Garner is a registered financial advisor based in LAFAYETTE, California, affiliated with GARNER FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
GARNER FINANCIAL MANAGEMENT, INC.
GARNER FINANCIAL MANAGEMENT
AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GARNER FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6093058
Firm CRD# 131628
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Blair Jason Garner offer?
Blair Jason Garner specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are Blair Jason Garner's credentials?
Blair Jason Garner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blair Jason Garner located?
Blair Jason Garner is based in LAFAYETTE, California, working with GARNER FINANCIAL MANAGEMENT, INC.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Blair Jason Garner charge for services?
Blair Jason Garner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARNER FINANCIAL MANAGEMENT, INC.?
GARNER FINANCIAL MANAGEMENT, INC. has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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