James Emory Garr
Investment adviser representative at Three Cord True Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$317.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Three Cord True Wealth Management, LLCSep 2020 to now
- LPL Financial LLCJan 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Three Cord True Wealth Management, LLC
$317.9MAssets managed
584Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2398343
- Firm CRD
- 307480