Garrett Railsback
Garrett Railsback is a registered investment advisor at Founders Financial Alliance, LLC, based in Cary, NC, with 11 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
1150 NW Maynard Rd STE 110, Cary, NC, 27513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Garrett operates under Du Lac Wealth Services as a DBA for his LPL business. He also provides investment advisory services through Independent Advisor Alliance and Founders Financial Alliance, LLC, spending full-time and about 60% of his time respectively on these activities.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Edward JonesBroker
Edward Jones
Woodbridge Advisors
Scottrade Investment Management
Scottrade, INC.Broker
Fidelity Brokerage Services LLCBroker
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations15 states
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