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Proud to work with a national award-winning teammate

At The Garlock Wealth Planning Group, we are very proud that financial advisor, John "Buzz" Garlock, has been recognized as one Barron’s Top 1,200 Financial Advisors in 2020, 2021, 2022, 2023 and 2024. This prestigious award is given to less than one percent of all advisors in the industry. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Buzz!

 

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WealthFoundations

May 16, 2024 12:00 PM Central Daylight Time - May 16, 2024 01:00 PM Central Daylight Time
Location To Be Determined

RBC Wealth Management recently released a new planning tool that helps NextGen investors maximize the value of every dollar they put toward their goals. Join our team and RBC Wealth Management planning professional Connor Ginley for a demonstration of the new software and see how it can help younger investors thrive.

Strengthening your financial security

We want to make sure we are giving you the complete and total picture of what is going on. Our goal is to have our clients look to the future with anticipation instead of apprehension.

 

Let's take the next step together

 Contact us today to set up a meeting to learn more about what makes The Garlock Wealth Planning Group the right choice for you and your family.

Meet the team

Learn more about The Garlock Wealth Planning Group.

 

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Disclosures

The 2021 Barron’s “Top 1,200 Financial Advisors" award was announced March 2021. Data as of 9/30/2020. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2022 Barron’s “Top 1,200 Financial Advisors" award was announced March 2022. Data as of 9/30/2021. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2020 Barron’s “Top 1,200 Financial Advisors" award was announced March 2020. Data as of 9/30/2019. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2023 Barron’s “Top 1,200 Financial Advisors" award was announced March 2023. Data as of 9/30/2022. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Barron’s “Top 1,200 Financial Advisors” award was announced March 2024. Data as of Sept. 30, 2023. The award is based on the following criteria: individual with a minimum of seven years' experience in the industry, client retention reports, customer satisfaction, assets under management, revenue produced for the firm and acceptable compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 

John Garlock is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI. California Insurance License # 0H10709.

John Garlock, NMLS # 1873269, and Cory Garlock, NMLS # 1873268 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Cory Garlock is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI.

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