Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garth? Claim Your ProfileGarth David Scrivner is a financial advisor with over 22 years of experience in the industry. Garth is currently registered with United Capital Financial Advisors and is licensed to provide investment advice in Montana, New Mexico, and Texas. Garth holds a Series 7TO, Series 7, and Series 63 license. Garth has a proven track record of providing comprehensive financial planning services to individuals and families. Garth's clients benefit from his expertise in portfolio management, retirement planning, and estate planning. In addition to his work at United Capital Financial Advisors, Garth serves as the Investment Committee Chair for All Faiths, an educational institution. Garth is a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
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.
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NM
05/15/2015 - Present
United Capital Financial Advisors (ALBUQUERQUE NM)
CA
08/18/2023 - 11/15/2023
GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)
MO
05/17/2001 - 12/04/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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