Frank Garcia, financial advisor El Paso TX

Frank Garcia

CRD Number: 2411924
Current Firm: Insight Securities, Inc.

Frank Garcia (CRD# 2411924) is an Investment Advisor Representative working at Insight Securities, Inc. in El Paso, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Insight Securities Inc. Miami, FL Aug 2018 - Current 3
Hayman Woodward Wealth Management LLC Miami, FL Jul 2018 - Current 3
The Prudential Insurance Company Of America Weston, FL Jul 2017 - Jul 2018 1
Pruco Securities, LLC Weston, FL Jul 2017 - Jul 2018 1
Nfp Insurance Solutions Chicago, IL Apr 2015 - Jul 2017 2
Unemployed Weston, FL Jan 2015 - Apr 2015 < 1
Insight Securities, Inc. Miami, FL May 2013 - Jan 2015 1
International Planning Group Miami, FL Mar 2012 - Jan 2015 2
Raymond James & Associates, Inc. Weston, FL Apr 2008 - Mar 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Nov 2019
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Frank Garcia
Phone Number: 224-632-4700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $737,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI, WY

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