James Emory Garr

Employer firm

Three Cord True Wealth Management, LLC CRD 307480

$318M regulatory AUM 44 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2014 → Present
  Lpl Financial Llc
  Pittsburgh, PA
• 09/2020 → Present
  Three Cord True Wealth Management, Llc
  Beaver, PA

Previous Registrations

• 2002-07-30 → 2014-02-04
  Equitable Advisors, Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1. 1/28/2014 - BUSINESS FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - Time Spent 5% - Life, pension plans, LTC, disability, health. 2. 9/30/2020 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/25/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 11/6/2020 - Three Cord True Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/28/2020 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-11
• S63 Uniform Securities Agent State Law Examination
  1993-09-09