Troy GarciaCRD Number: 5341060
Current Firm: Allen & Company Of Florida, Inc.
Troy Garcia (CRD# 5341060) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 6 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Allen & Co||Lakeland, FL||May 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management715MILLIONS
Total Number of Accounts2,090ACCOUNTS
Average Account Value$341,948
- A percentage of assets under your management
- 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)
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV