Garry Scheufler is a registered investment advisor, based in Dallas, TX, with 28 years of industry experience.
Location
12240 Inwood Rd, Suite 200, Dallas, TX, 75244
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garry is an investment advisor representative (IAR) with Concurrent Investment Advisors, dedicating full-time hours. He also provides fixed insurance/annuity advice as an agent, spending a few hours per week.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
April 2023 - Present · 3 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2022 - May 2023 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
April 2022 - May 2023 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - April 2022 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - April 2022 · 9 yrs 9 mos
Diversified Investors Securities CORP.Broker
April 2005 - May 2008 · 3 yrs 1 mo
Princor Financial Services CorporationBroker
August 2000 - August 2003 · 3 yrs
Sws Financial ServicesBroker
January 2000 - June 2000 · 5 mos
Princor Financial Services CorporationBroker
December 1991 - December 1999 · 8 yrs
State Registrations12 states
AZCAFLILLAMIMSNCNYORTXWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.