Yanely GarciaCRD 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.
Td Ameritrade, Inc.
Td Ameritrade, Inc.
Wells Fargo Clearing Services, LLC
|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|
Total Assets Under Management231,509MILLIONS
Total Number of Accounts235,782ACCOUNTS
Average Account Value$981,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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