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Mark Henry Maurer
Andrew Garrett, INC.
39 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Financial Planning & Coaching
Andrew Garrett, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M
Fee Structure
Minimum Investment:
$5K
Investment Management
Planning
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Location
Anderson, SC
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Regulatory
February 1998
Final
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How to Read Disclosures
Employment History
Current Registrations
Andrew Garrett, INC.
May 2007 - Present · 18 yrs 9 mos
Andrew Garrett INC.
October 2002 - Present · 23 yrs 4 mos
Andrew Garrett INC.
Broker
October 2002 - Present · 23 yrs 4 mos
Previous Registrations
Investment Opportunity Corporation
Broker
February 1996 - April 1996 · 2 mos
Southern Financial Group, INC.
Broker
January 1995 - May 2002 · 7 yrs 4 mos
Brokers Exchange, INC.
Broker
May 1986 - January 1995 · 8 yrs 8 mos
State Registrations
21 states
AL
CA
FL
GA
IA
IL
KY
LA
MA
MN
MO
NC
ND
NJ
NM
NY
PA
SC
TX
VA
WI
Advisor
Broker
Both
Exams
No exam information available for this advisor.
Mark Henry Maurer - Financial Advisor | TrueAdvisor