Lee A Garrett
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2022 to now
- Charles Schwab & Co., IncJul 2020 to now
- TeksystemsDec 2019 to Jul 2020
- Academy Sports + OutdoorsJun 2019 to Nov 2019
- Indiana UniversityMar 2019 to Jun 2019
- City of BloomingtonMay 2018 to Aug 2018
- City of Bloomington-parks and Recreation Dept.Oct 2017 to Mar 2019
- Indiana UniversityAug 2017 to Oct 2017
- Physassist ScribesMay 2017 to Aug 2017
- Indiana UniversityJan 2017 to May 2017
- Academy Sports + OutdoorsDec 2016 to Jan 2017
- Indiana UniversityAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7281475
- Firm CRD
- 159035