Garner Mabry (CRD# 3276730) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors LLC | Greenwood Village, CO | May 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2023 - Current | 1 |
| Legacy Private Wealth Partners | Greenwood Village, CO | Jan 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Greenwood Village, CO | Oct 2017 - May 2023 | 5 |
| Raymond James Financial Services Advisors Inc. | Greenwood Village, CO | Oct 2017 - May 2023 | 5 |
| Schwartz Mabry Private Wealth Advisory, LLC | Greenwood Village, CO | Nov 2009 - May 2023 | 13 |
| Wells Fargo Advisors Financial Network LLC | Greenwood Village, CO | Nov 2009 - Oct 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
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