Julie GarciaCRD Number: 6317099
Current Firm: Raymond James Financial Services Advisors, Inc.
Julie Garcia (CRD# 6317099) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Albuquerque, NM and has over 7 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Raymond James Financial Services Advisors Inc.||Albuquerque, NM||Jun 2017 - Current||4|
|Raymond James Financial Services, Inc.||Albuquerque, NM||Apr 2016 - Current||5|
|The Renaud Investment Group, Lpl Financial||Albuquerque, NM||Mar 2014 - Current||7|
|Lpl Financial, LLC||Albuquerque, NM||Mar 2014 - Apr 2016||2|
|Abq Elder Law||Albuquerque, NM||Jun 2009 - Apr 2014||4|
|Albuquerque Advocates||Albuquerque, NM||Feb 2008 - Apr 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2014|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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