Katie Green Garrett

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 05/2021 → 06/2021
  Resources Investment Advisors, Llc
  Overland Park, KS
• 01/2013 → 01/2018
  Qualified Plans, Llc
  Atlanta, GA
• 04/2018 → 04/2021
  Clearview Advisory (Cvags, Inc.)
  Atlanta, GA
• 07/2021 → Present
  Charles Schwab & Co., Inc.
  Atlanta, GA

Previous Registrations

• 2021-05-14 → 2021-06-28
  Onedigital
  Atlanta, GA
  Overland Park, KS

Other Businesses

Pension Education Council of Atlanta|Investment Related:No|2635 Century Parkway NE, Suite 200;Atlanta;GA;30345;USA|Nonprofit Charitable Organizations|Board Member|2019-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|Organization provides continuing education programming to the retirement plan professional community in Atlanta. Help with approving and organizing continuing education, as well as typical board member duties ( i.e. approving/reviewing annual budget, membership review, approving marketing/advertising, etc)

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-09-20
• S65 Uniform Investment Adviser Law Examination
  2021-04-24

Other Names

• Katie Marie Green
• Katie Green Biggs
• Katie Green Garrett
• Katie Green