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Lisa Beth Garris

Marietta Wealth Management, LLC

Marietta, GA

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Current Employers
Marietta Wealth Management, Llc

472 N. Sessions Street Unit #24, Marietta, GA 30060 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-05-26
  • GA RA
    APPROVED
    Since 2021-05-26

Branch Locations

472 N. Sessions Street Unit #24, Marietta, GA 30060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marietta Wealth Management, Llc Marietta GA 09/2019 11/2021
Redwood Wealth Managment Llc Alpharetta GA 01/2018 09/2019
Redwood Wealth Management, Llc Alpharetta GA 07/2016 01/2018
Marietta Wealth Management, Llc Marietta GA 12/2021 Present
Other Businesses

Ben H. Crowe C.P.A. LLC, - not investment related - 472 N. Session Street, Marietta, GA - full service CPA firm - Associate - separate from investment adviser - started in January 2023 - spend 10% of time devoted to supporting accounting services.

Designations
Other Names
  • Lisa Beth Hornick

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marietta, GA

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