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Bobby J. Garrison

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CRD#: 1449625
BG

Professional summary


Bobby Joe Garrison JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bobby is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Bobby had worked at 15 firms, which includes AMERICAN GENERAL SECURITIES INCORPORATED, SPELMAN & CO. INC., NEW ENGLAND SECURITIES, 1717 CAPITAL MANAGEMENT COMPANY, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, EQUITABLE ADVISORS LLC, JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, SIGNATOR INVESTORS INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, THE ADVISORS GROUP INC., IDS LIFE INSURANCE COMPANY, AMERIPRISE FINANCIAL SERVICES LLC, INVEST FINANCIAL CORPORATION, CAPITAL BROKERAGE CORPORATION, WADDELL & REED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


B J Garrison | Bobby Jo Garrison | Bobby Joe Garrison

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 2, 1997 - October 12, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

September 24, 1996 - December 31, 1996

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

November 30, 1993 - March 15, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

March 30, 1993 - November 11, 1993

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

July 29, 1992 - March 31, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

July 29, 1992 - March 31, 1993

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 16, 1991 - June 12, 1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

July 16, 1991 - June 12, 1992

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

June 5, 1991 - June 26, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 20, 1991 - April 29, 1991

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

May 31, 1990 - March 13, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 31, 1990 - March 13, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

July 25, 1989 - May 8, 1990

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

June 14, 1988 - May 9, 1989

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
Past

January 7, 1986 - July 6, 1988

WADDELL & REED

BD
CRD#: 866

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/2/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AG
AMERICAN GENERAL SECURITIES INCORPORATED
AMERICAN GENERAL SECURITIES INCORPORATED | AMERICAN GENERAL SECURITIES, INCORPORATED

CRD#: 13626 / SEC#: , 8-29542

BD
Terminated by SEC on 01/24/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 03/08/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AIG ADVISOR GROUP, INC.OWNER
AULD, JEFFREY MICHAELPRESIDENT, CEO857528
BROWN, JAMES BURKESENIOR VICE PRESIDENT1664825
DENBY, SUSANNE MARIEFIRST VICE PRESIDENT, CHIEF COMPLIANCE OFFICER2617514
HARRELL, JERI MICHELLEASSISTANT VICE PRESIDENT, PRODUCT SALES AND MARKETING
HOLLAR, RICHARD ALLENDIRECTOR248628
LONG, CRAIG MCCUTCHEONANTI-MONEY LAUNDERING COMPLIANCE OFFICER1406115
NIXON, CHRISTINEDIRECTOR
PARKER, RALPH JOELASSISTANT VICE PRESIDENT2587496
ROTHSTEIN, STEVEN ELLIOTCHIEF FINANCIAL OFFICER, DIRECTOR1292456
SORKIN, NOAH DAVIDSENIOR VICE PRESIDENT, GENERAL COUNSEL1832767
TUCK, ELIZABETH MARGARETASSISTANT SECRETARY4075693
WILLIAMS, DANIEL ONIELVICE PRESIDENT, TREASURER
WINTER, MATTHEW EVANDIRECTOR2598136

Disclosures


Regulatory Event5
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

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