Yadira Garcia, financial advisor Indianapolis IN

Yadira Garcia

CRD Number: 4286406
Current Firm: Asset Management Strategies, Inc.

Yadira Garcia (CRD# 4286406) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 21 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Raymond James And Assoicates Greenwood, IN Nov 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2006
S63 Uniform Securities State Law Examination Jan 2003
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Yadira S. Garcia
Phone Number: 3175776912
Firm Website: https://www.amsria.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    1,767
    ACCOUNTS
  • Average Account Value
    $83,127
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
Types of Clients
Registered States

CA, IL, IN, MD, OH

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