• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JOEL GARRETT
CRD#: 7283262
IA
Investment Adviser
B
Previous Broker
VALIC FINANCIAL ADVISORS, INC.CRD#: 42803 2777 ALLEN PARKWAY
RP-01
HOUSTON, TX 77019
Registration History
2021202220232024202520262 FIRMS2021 - 2022 (1 year)IAVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2024 - Present (<1 year)IACWM, LLC (CRD# 155344)2022 - 2024 (2 years)
License(s)

State Registrations

IA
Texas 12/13/2024

Current Registration(s)
IA
VALIC FINANCIAL ADVISORS, INC. (CRD#:42803)
2777 ALLEN PARKWAY RP-01, HOUSTON, TX 77019
Registered with this firm since 12/13/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/25/2022 - 12/12/2024 CWM, LLC (CRD#:155344) Houston, TX
IA
07/29/2021 - 07/28/2022 LPL FINANCIAL LLC (CRD#:6413) HOUSTON, TX
B
05/27/2021 - 07/28/2022 LPL FINANCIAL LLC (CRD#:6413) HOUSTON, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.