Yanely Garcia, financial advisor Fort Worth TX

Yanely Garcia

CRD Number: 6649347
Current Firm: Robert W. Baird & Company Incorporated

Yanely Garcia (CRD# 6649347) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird & Company, Incorporated Fort Worth, TX Aug 2018 - Current 3
Fidelity Brokerage Services LLC Westlake, TX May 2016 - Jul 2018 2
Texas De Brazil Fort Worth, TX Aug 2008 - Mar 2016 7
Crowley Isd Crowley, TX Sep 2015 - Jan 2016 < 1
Jp Morgan Chase Fort Worth, TX Feb 2015 - Sep 2015 < 1
Fidelity Brokerage Services LLC Westlake, TX Jan 2015 - Jan 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Yanely Garcia
Phone Number: 414-765-3500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    231,509
    MILLIONS
  • Total Number of Accounts
    235,782
    ACCOUNTS
  • Average Account Value
    $981,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
  • Educational seminars/workshops
  • 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, 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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