Garrett M Frank

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 01/2022 → 11/2022
  Florida Financial Advisors
  Tampa, FL
• 01/2019 → 08/2021
  University Of Iowa
  Iowa City, IA
• 09/2021 → 01/2022
  Unemployed/ College Student
  Iowa City, IA
• 08/2018 → 12/2019
  Farmers And Merchants Savings Bank
  Iowa City, IA
• 11/2016 → 08/2018
  Ipava State Bank
  Washington, IL
• 01/2012 → 11/2016
  Unemployed/ Student
  Washington, IL
• 10/2022 → 11/2022
  Trinity Wealth Securities, Llc
  Tampa, FL
• 02/2024 → Present
  Fisher Investments
  Tampa, FL
• 11/2022 → 02/2024
  Hdr Inc
  Tampa, FL

Previous Registrations

• 2022-01-27 → 2022-11-23
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-22

Other Names

• Garrett Miles Frank
• Garrett Frank