Kenny Garcia, financial advisor Chicago IL

Kenny Garcia

CRD Number: 7088387
Current Firm: Citigroup Global Markets Inc.

Kenny Garcia (CRD# 7088387) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Chicago, IL Jun 2022 - Current 2
Citigroup Chicago, IL Apr 2019 - Jun 2022 3
Wells Fargo Bank, N.a. Chicago, IL Feb 2016 - Apr 2019 3
Great American Insurance Company Chicago, IL Dec 2013 - Feb 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Kenny D. Garcia
Phone Number: 212-816-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    40,516
    MILLIONS
  • Total Number of Accounts
    53,880
    ACCOUNTS
  • Average Account Value
    $751,976
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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