Samantha Garcia, financial advisor Cypress CA
88 score

Samantha Garcia

CRD Number: 6325828
Current Firm: Asset Planning, Inc.

Samantha Garcia (CRD# 6325828) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Planning, Inc. Cypress, CA Feb 2014 - Current 2
Soffa Industries, Inc. Commerce, CA Jun 2010 - Feb 2014 3
Accountemps Long Beach, CA Feb 2010 - May 2010 < 1
Emmanuel Reformed Church Paramount, CA May 2008 - Oct 2009 1
Bethel Reformed Church Bellflower, CA Sep 2006 - Apr 2008 1
Not Employed Bellflower, CA Jun 2004 - Sep 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Samantha J. Garcia
Phone Number: 714-827-5794
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    631
    ACCOUNTS
  • Average Account Value
    $319,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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