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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romney? Claim Your ProfileRomney Kay Garner is a financial advisor with over 14 years of experience in the financial services industry. Romney Garner is currently registered with LPL Financial LLC and holds Series 7, Series 63, and Series 65 licenses. Romney Garner specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Romney Garner is also a Certified Financial Planner. Romney Garner has previously worked with CUSO FINANCIAL SERVICES, L.P. and THRIVENT INVESTMENT MANAGEMENT INC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/29/2023 - Present
LPL Financial LLC (ATHENS OH)
OH
10/08/2018 - 08/28/2023
CUSO FINANCIAL SERVICES, L.P. (Athens OH)
OH
06/10/2009 - 10/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (ZANESVILLE OH)
BC
Issued 05/12/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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