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Randy Scott Gardner

Cutler Investment Group

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About Randy Scott Gardner

Randy Scott Gardner is an investment advisor representative at Cutler Investment Group. Randy has been in the financial services industry for over 28 years. Randy is a registered investment advisor representative in Washington. Randy has passed the Series 3, 6, 7, 63 and 65 exams.

Firm Information

Randy Gardner is currently registered with Cutler Investment Group. Cutler Investment Group is an investment advisor based in Jacksonville, Oregon. They provide financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.17 billion in assets.
Cutler Investment Group

525 BIGHAM KNOLL

JACKSONVILLE, OR 97530

$1.18B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Randy Gardner’s Registration & Firm History

WA

03/19/2018 - Present

Cutler Investment Group (Bellevue WA)

WA

09/27/2004 - 07/06/2012

MML INVESTORS SERVICES, LLC (SEATTLE WA)

NY

04/30/2002 - 09/23/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/27/1995 - 04/30/2002

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/31/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/21/1994

Series 3 - National Commodity Futures Examination

BC

Issued 03/09/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy Scott Gardner.
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