Jim McGary

Meet Your Financial Advisor*, Jim McGary

Check the background of the investment professionals on FINRA's BrokerCheck.
  • The BrightStar investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
  • BrightStar Investment Services makes available a variety of insurance and investment products that complement those offered by your credit union. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives... whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement
  • The representative – a dedicated career professional carefully selected and trained – can work with you to help you achieve your personal financial goals and provide information on the following services and products: Insurance Planning, Retirement Planning, Investment Planning, Education Funding, Business Planning, Mutual Funds, and Stocks/Bonds.
Jim McGary Picture

Jim McGary
Financial Advisor
BrightStar Investment Services
Direct: (954)497-4182
Cell:     (859)321-8511
Email:  jim.mcgary@cunamutual.com

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*BrightStar Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-2663103.1-0719-0821