Edmundo Garcia, financial advisor Alice TX

Edmundo Garcia

CRD Number: 6327449
Current Firm: State Farm Investment Management Corp.

Edmundo Garcia (CRD# 6327449) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Alice, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Debra Brooks, financial advisor Alice TX
Debra W. Brooks
CRD# 2709098
Edward Jones
Similar Advisors
Fidel Fernandez, financial advisor Alice TX
Fidel F. Fernandez
CRD# 4550935
Edward Jones
Similar Advisors
Pablo Garcia, financial advisor Alice TX
Pablo M. Garcia
CRD# 6399913
Edward Jones
Company Name Location Dates Years
State Farm Investment Management Corp Corpus Christi, TX Jul 2023 - Current < 1
State Farm Investment Management Corp Alice, TX Jul 2023 - Current < 1
Ed Garcia Insurnace Agency Corpus Christi, TX Apr 2023 - Current 1
State Farm Vp Management Corp Corpus Christi, TX Apr 2023 - Current 1
State Farm Vp Management Corp Alice, TX Mar 2021 - Current 3
Ed Garcia Insurnace Agency Alice, TX Sep 2016 - Current 7
State Farm Vp Management Corp Alice, TX Sep 2016 - Feb 2020 3
State Farm Investment Management Corp Alice, TX Aug 2018 - Jun 2019 < 1
State Farm Vp Management Corp. Brownsville, TX Feb 2016 - Aug 2016 < 1
State Farm Insurance Brownsville, TX Jan 2016 - Aug 2016 < 1
Mark Silva Insurance Agency Corpus Christi, TX Nov 2015 - Jan 2016 < 1
R.j. Alfaro Insurance Agency Portland, TX Dec 2014 - Jan 2016 1
Wells Fargo Advisors LLC Brownsville, TX Apr 2014 - Sep 2014 < 1
Wells Fargo Bank Na Brownsville, TX Mar 2012 - Sep 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2023
S63 Uniform Securities State Law Examination Feb 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edmundo Garcia
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.