Steve Garrett Expert Witness

I am a second-generation native-born Californian. Temple City, California was a great place to grow up in the 1950s.

I studied Biology at Pasadena City College and the University of Colorado.

I am a veteran of the United States Air Force.

I was a medical corpsman assigned to Lowrey AFB, Colorado, Cam Ranh AFB, Republic of Vietnam, and Vandenburg AFB, California.

I was employed by Hollister-Steir Laboratories from 1969 to 1972 as a Professional Services Representative/biologist.

I was a combination errand oy, salesman, botanist, collection agent, and Public relations guy.

I was associated with The Mission Viejo Company as a real estate salesman for eight months in 1972.

I joined Merrill Lynch in December of 1972 and was a financial consultant in the Pasadena, Los Angeles, and San Marino offices.

 

I was the Resident Manager in the San Marino, California office from 1983 to 1987. I was also tasked as a team leader and producing sales manager to hire, train, and supervise other brokers from 1981 through 1988.

Steve Garrett and Associates, a Registered Investment Advisor and investment brokerage firm in 1990. On January 1, 2003, I changed my status to that of a Corporate Registered Investment Advisor. Steve Garrett and Associates, Inc. invests and manages money for individuals and small corporate retirement plans.

Steve Garrett and Associates, a Registered Investment Advisor and investment brokerage firm in 1990. On January 1, 2003, I changed my status to that of a Corporate Registered Investment Advisor. Steve Garrett and Associates, Inc. invests and manages money for individuals and small corporate retirement plans.

Steve Garrett and Associates affiliated with LPL Financial Services in 1993. LPL is America’s independent brokerage firm with over 22,000 financial advisors and branch offices nationwide. That affiliation changed to Independent Investment Advisor on October 10, 2023.