Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garner? Claim Your ProfileGarner Allen Mabry IV is a financial advisor with Concurrent Investment Advisors, LLC. Garner has been in the financial services industry since 1999 and has a wealth of experience in providing financial planning and investment advice to individuals, families, and businesses. Garner is committed to helping clients achieve their financial goals and has a proven track record of success. In addition to working with Concurrent Investment Advisors, Garner also works with Legacy Private Wealth Partners, LLC, Para Planner Services, LLC, Concurrent Partners 1, and Schwartz Mabry Private Wealth Advisory, LLC. Garner has a strong understanding of the financial markets and is dedicated to providing his clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
06/21/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CO
10/02/2017 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
11/03/2009 - 10/02/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENWOOD VILLAGE CO)
CO
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
09/06/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
NY
09/13/1999 - 09/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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