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Garrett Elisha Malone

Advisor at OSAIC Advisory Services, LLC — Gautier, MS

Updated today

Credentials

Series 65

Experience

1 year

Location

Gautier, MS 39553

OSAIC Advisory Services, LLC logo

OSAIC Advisory Services, LLC

Enterprise

Total advisors

338

Across 159 offices

Clients per advisor

87 High

Avg AUM per client

$508,486 Typical

HNW client ratio

13% Typical

About

Garrett Malone is a financial advisor at OSAIC Advisory Services, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles, including positions at United Parcel Service and GM Resale. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services, utilizing multiple program models and a combination of proprietary and third-party platforms.

Client services

Based on OSAIC Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC Advisory Services, LLC

Annuities

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Fee options

Fixed

Fixed fees up to $25,000 for financial planning and consulting services; fixed fees for retirement plan consulting services from $1,000 to $100,000

Percentage

$0+: up to 2.50% annually on Ally and Counsel Programs (negotiable) $0+: up to 3.00% annually on Plan Participant Retirement Program (negotiable, can be fixed % or tiered schedule)

Commissions

Commissions earned by Advisory Representatives acting as registered representatives of Osaic Wealth when purchasing securities or insurance products

Project-based

Hourly fees ranging from $0 to $750 per hour for financial planning and consulting services; hourly rates of $50 to $300 per hour for retirement plan consulting services

Other

Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed per account to the advisor Fee-only: Fixed fees up to $25,000 for financial planning and consulting services; hourly fees ranging from $0 to $750 per hour (not exceeding $25,000 total); retirement plan consulting fees can be fixed fee ($1,000 - $100,000), hourly ($50 - $300 per hour), or basis points up to 1.25%

Location

See office

Gautier, MS

4104 Gautier Vancleave Road

Gautier MS 39553

Advisors at this office

1

Most active in

Mississippi

Work history

1 year of industry experience

Osaic Advisory Services

2025 - Present • 1 year

Atlanta, GA

Osaic Wealth

2025 - Present • 1 year

Scottsdale, AZ

United Parcel Service

2022 - Present • 4 years

Jackson, MS

United Parcel Service

2020 - 2021 • 1 year

Jackson, MS

GM Resale

2018 - 2022 • 4 years

Byram, MS

Francis Marion School

2017 - 2018 • 1 year

Byram, MS

Foot Locker

2016 - 2017 • 1 year

Ridgeland, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor with Voyage Wealth Management, LLC in Diberville, MS, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he has experience in the restaurant industry, having been associated with Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm employs a core-and-satellite investment strategy using diversified, low-cost ETFs alongside active managers, with a focus on pension consulting and serving as an ERISA 3(38) investment manager for plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired
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Brandon A

Series 66

Ocean Springs, MS

AAIM Financial

Brandon Allen is a financial advisor with AAIM Financial in Ocean Springs, MS, holding a Series 66 designation and 11 years of industry experience. Prior to founding Allen & Associates Investment Management LLC, he was associated with firms including Benefits Plus, TriCities Advisors, and LPL Financial. He is also a licensed insurance agent involved in health insurance sales through Integrity Agency Corporation and Cervus Highlands Insurance Group. AAIM Financial is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management and related services. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its investment process and combines long-term investing with options trading strategies.

Options & derivatives strategies Active portfolio management
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Ryan E

Series 65

Vancleave, MS

Pers Pro

Ryan Earley is the sole principal of PERS Pro LLC, a fee-only independent advisory firm. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding the firm, Earley worked for ten years with the Jackson County School District and has experience at Catona Climate and the University of Georgia's Terry School of Business. PERS Pro LLC provides comprehensive financial planning services primarily to mid- to late-career state employees and public pension participants. The firm employs a client-driven planning process with a focus on passive, index-based investment advice, and offers services including pension decision coaching, retirement checkups, and tax preparation.

Retirement income strategy General retirement planning Cash flow / budgeting Government Employee Mid-Career Professionals Approaching retirement
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William B

Series 66

Ocean Springs, MS

Wealthharbor Capital Group, LLC

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Steven C

Series 63, Series 65

Ocean Springs, MS

Dew Wealth Management

Steven Cosentini is a financial advisor at Dew Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Dew Wealth Management, he held roles at Magnolia Capital, LPL Financial LLC, PFS Investments Inc., and Primerica Financial Services. He also served at the Federal Aviation Administration for seven years. Outside of his advisory work, he is a member of the Board of Directors for the Blossman Family YMCA in Ocean Springs, MS. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary management and coordinates with other client professionals through its Virtual Family Office and Wealth Accelerator engagements.

Business ownership considerations Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Mark H

Series 63, Series 65

Ocean Springs, MS

Wealthharbor Capital Group, LLC

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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