Lee A Garrett

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → Present
  Charles Schwab & Co., Inc
  Indianapolis, IN
• 12/2019 → 07/2020
  Teksystems
  Indianapolis, IN
• 06/2019 → 11/2019
  Academy Sports + Outdoors
  Evansville, IN
• 03/2019 → 06/2019
  Indiana University
  Bloomington, IN
• 10/2017 → 03/2019
  City Of Bloomington-Parks And Recreation Dept.
  Bloomington, IN
• 05/2018 → 08/2018
  City Of Bloomington
  Bloomington, IN
• 08/2017 → 10/2017
  Indiana University
  Bloomington, IN
• 05/2017 → 08/2017
  Physassist Scribes
  Bloomington, IN
• 01/2017 → 05/2017
  Indiana University
  Bloomington, IN
• 12/2016 → 01/2017
  Academy Sports + Outdoors
  Evansville, IN
• 08/2016 → 12/2016
  Indiana University
  Bloomington, IN
• 12/2022 → Present
  Schwab Wealth Advisory, Inc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2022-08-01
• S63 Uniform Securities Agent State Law Examination
  2021-07-12

Designations

• Certified Financial Planner