John Walter Garrard iii
Investment adviser representative at Optimum Financial Services, LLC
14 yearsExperience
2 statesRegistered in
$300.2MFirm assets
35 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Optimum Financial Services, LLCAug 2018 to now
- Optimum Financial Services LLCAug 2017 to Jul 2018
- C Spire WirelessAug 2012 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Optimum Financial Services, LLC
$300.2MAssets managed
242Clients
3Advisers
35 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
- 6997286
- Firm CRD
- 105878