Garner Allen Mabry
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
Are you Garner Allen Mabry? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Legacy Private Wealth PartnersJan 2021 to now
- Raymond James Financial Services Advisors Inc.Oct 2017 to May 2023
- Raymond James Financial Services, Inc.Oct 2017 to May 2023
- Schwartz Mabry Private Wealth Advisory, LLCNov 2009 to May 2023
- Wells Fargo Advisors Financial Network LLCNov 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3276730
- Firm CRD
- 323135