Randy Garcia, financial advisor Las Vegas NV
100 score

Randy Garcia

CRD Number: 862041
Current Firm: The Investment Counsel Company
Compensation Model: Fee Only

Randy Garcia (CRD# 862041) is Registered Investment Advisor working at The Investment Counsel Company in Las Vegas, NV and has over 34 years of experience in the finance industry.

The Investment Counsel Company (ICC), founded in 1987 by Randy Garcia, was the first independent investment management firm in Nevada.  ICC has been recognized for its expertise and excellence by s financial industry publications including Money Magazine, Barron’s, Wealth Manager and Medical Economics magazines. For numerous years the firm has been recognized by Barron’s as the top financial advisor in Nevada and one of the top 1,200 financial advisors in the nation. 

 

Founder, Randy Garcia, has always believed that his clients are entitled to a positive experience, resulting from a higher standard of service that far exceeds the industry norm.  Since 1987, The Investment Counsel Company has assisted clients with establishing investment goals and risk parameters, and structuring and implementing investment plans to match their needs. Mr. Garcia currently manages over $970 million on a fee-only basis for his clients who are primarily professionals, affluent families, businesses, and retirement plans. Randy, as well as the firm’s other Investment Consultants are Certified Investment Management Consultants and Accredited Investment Fiduciary Analysts.

CONTACT
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Professional Designations
Company Name Location Dates Years
The Investment Counsel Company Of Nevada Las Vegas, NV May 1987 - Current 30
Paine Webber Las Vegas, NV Jul 1977 - Apr 1987 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 1978
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Oct 1993
Contact Info for Randy A. Garcia
Phone Number:
Firm Website: http://www.iccnv.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    756
    MILLIONS
  • Total Number of Accounts
    764
    ACCOUNTS
  • Average Account Value
    $989,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, LA, NV, TX, UT

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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