Celia Garcia, financial advisor La Jolla CA

Celia Garcia

CRD Number: 1479899
Current Firm: Wedbush Securities Inc.

Celia Garcia (CRD# 1479899) is an Investment Advisor Representative working at Wedbush Securities Inc. in La Jolla, CA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Wedbush Morgan Securities Inc. San Francisco, CA Mar 1997 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
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 Celia K. Garcia
Phone Number: 213-688-8000
Firm Website: http://www.wedbush.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,353
    MILLIONS
  • Total Number of Accounts
    5,917
    ACCOUNTS
  • Average Account Value
    $397,703
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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