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Scott Bryan Garner

Credit Union Investment Services

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About Scott Bryan Garner

Scott Garner is a financial advisor with Credit Union Investment Services. Scott has been in the financial industry since 2013 and holds the Series 6, Series 63, and Series 65 licenses. Scott provides financial planning and portfolio management services to individuals. Scott is also a financial services officer at State Employees' Credit Union. Scott is registered to provide investment advice in North Carolina.

Firm Information

Scott Garner is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Scott Garner’s Registration & Firm History

NC

12/17/2013 - Present

Credit Union Investment Services (THOMASVILLE NC)

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Licenses & Designations

IA

Issued 12/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Bryan Garner.
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