Garret James Desjardins
Investment adviser representative at Rtd Financial Advisors Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Rtd Financial Advisors, Inc.Mar 2021 to now
- Rtd Financial Advisors, Inc.Oct 2019 to Feb 2021
- Compass Financial SolutionsOct 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rtd Financial Advisors Inc
$2.7BAssets managed
837Clients
20Advisers
43 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
- 6418542
- Firm CRD
- 110744