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Garner Allen Mabry IV

Investment Adviser Representative at CONCURRENT INVESTMENT ADVISORS, LLC

Greenwood Village, COCRD #3276730Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Garner Allen Mabry has worked in the securities industry since 1999. They have passed the Series 66, 31, 10, 9, and 7 examinations. They are registered to provide investment advisory services in Colorado and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/1/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 3/15/2001
Series 7
General Securities Representative Examination
Passed 9/10/1999
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 5/11/2010
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/18/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $1,000,0002.00%
$1,000,001 - $2,000,0001.70%
$2,000,001 - $3,000,0001.60%
$3,000,001 - $5,000,0001.50%
$5,000,001 - $7,500,0001.40%
$7,500,001 - $10,000,0001.30%
$10,000,001 and above1.00%
Source

Concurrent Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CONCURRENT INVESTMENT ADVISORS, LLCCurrent
5/19/2023Greenwood Village, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
10/3/20175/26/2023Greenwood Village, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
11/3/200910/2/2017Greenwood Village, CO
MORGAN STANLEY SMITH BARNEY LLC
6/1/200912/1/2009Denver, CO
CITIGROUP GLOBAL MARKETS INC.
9/6/20056/1/2009Denver, CO
MERRILL LYNCH PIERCE FENNER & SMITH INC.
11/10/19999/8/2005Englewood, CO

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garner Allen Mabry IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Garner Allen Mabry IV - Financial Advisor in Greenwood Village, CO | AdvisorFinder