Lisa Beth Garris
Investment adviser representative at Marietta Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsHourlyFixed 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
10 years in the industry.
- Marietta Wealth Management, LLCDec 2021 to now
- Marietta Wealth Management, LLCSep 2019 to Nov 2021
- Redwood Wealth Managment LLCJan 2018 to Sep 2019
- Redwood Wealth Management, LLCJul 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Marietta Wealth Management, LLC
$1.4BAssets managed
474Clients
8Advisers
10 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
- 7367042
- Firm CRD
- 281782