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William Hugh Garrard

OPTIMUM FINANCIAL SERVICES, LLC·JACKSON, Mississippi
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1817 CRANE RIDGE DRIVE, JACKSON, MS 39216-4902CRD# 6476150Firm CRD# 105878
01

About

William Hugh Garrard is a registered financial advisor based in JACKSON, Mississippi, affiliated with OPTIMUM FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OPTIMUM FINANCIAL SERVICES, LLC
OPTIMUM FINANCIAL SERVICES, LLC
AUM
$257M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OPTIMUM FINANCIAL SERVICES, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6476150
Firm CRD# 105878
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Hugh Garrard offer?
William Hugh Garrard specializes in Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.
What are William Hugh Garrard's credentials?
William Hugh Garrard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Hugh Garrard located?
William Hugh Garrard is based in JACKSON, Mississippi, working with OPTIMUM FINANCIAL SERVICES, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does William Hugh Garrard charge for services?
William Hugh Garrard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMUM FINANCIAL SERVICES, LLC?
OPTIMUM FINANCIAL SERVICES, LLC has approximately 4 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JACKSON
Karl Edgar Byrd — BALLEW ADVISORS INCHugh Long Davis — INSTITUTIONAL SERVICES GROUP, LLCCharles Warwick Alley — RESOLUTE WEALTH STRATEGIES, LLCCharles Fuller Marion — MAGNOLIA CAPITAL ADVISORS LLCJohn Walter Garrard — OPTIMUM FINANCIAL SERVICES, LLC
Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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