David Garrett has been Chairman of Garrett Wealth Advisory Group since September 2014, is a control person of the firm and directly owns between 25% and 50% of it. David Garrett holds a Master of Science in Financial Services from The American College. David Garrett studied at Weatherford College and Texas Wesleyan University.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Wayne Garrett is the founder, Executive Chairman and previous Chief Executive Officer of BentOak Capital, where he oversees the firmwide vision and direction of the business. He consults with the leadership team on procedures, processes and business development strategies, and is a voting member of the investment committee. He specializes in income tax planning, estate planning and retirement planning.
David Garrett’s longest registration was 13 years at LPL Financial LLC (2002–2016). Before joining Garrett Wealth Advisory Group in 2015, David Garrett was registered through LPL Financial LLC.
- Bentoak CapitalCurrent– present · 11 yearsWeatherford, TX · Adviser representative · Firm CRD 173563
- LPL Financial LLC– · 13 yearsWeatherford, TX · Adviser representative · Firm CRD 6413
Professional designations
Listed by Garrett Wealth Advisory Group
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
David Garrett is registered as an investment adviser representative in Texas, since January 2015.
- TexasSince 2 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 28 January 1998 |
| Series 7 | General Securities Representative Examination | 12 September 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 June 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 June 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Wayne Garrett
- CRD
- 2498087
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Role
- Chairman
- Office
- 201 FT. WORTH HWY., Weatherford, TX 76086
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bentoakcapital.com
Where does David Garrett work?
David Garrett has been Chairman of Garrett Wealth Advisory Group, LLC since September 2014, and is a control person of the firm.
Is David Garrett a financial advisor?
Yes. David Garrett has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since January 2015.
How many years of experience does David Garrett have?
David Garrett has 32 years in the financial industry, since June 1994, across 2 adviser firms.
What exams has David Garrett passed?
David Garrett has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 24. The earliest, the Series 63, was passed in June 1994. FINRA credited David Garrett with the SIE, which began in October 2018.
Where is David Garrett based?
David Garrett’s registered office is in Weatherford, TX.
Is David Garrett registered with FINRA?
No. David Garrett has no current broker registration.
Is David Garrett a CFP?
Garrett Wealth Advisory Group lists David Garrett with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Garrett’s record?
Search CRD 2498087 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Garrett’s full registration record.
