Sergio Garcia (CRD# 6737683) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 7 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Interactive Tax Planning LLC | Mcallen, TX | Jan 2021 - Current | 3 |
| Whitewing Financial Consulting LLC | Mcallen, TX | Jan 2021 - Current | 3 |
| Endurance Financial Planning, LLC | Mcallen, TX | Oct 2019 - Current | 4 |
| The University Of Texas - Rio Grande Valley | Edinburg, TX | Sep 2015 - Current | 8 |
| Whitewing Analytics | Mcallen, TX | Jan 2015 - Current | 9 |
| Tranquility Financial Planning, LLC | Mcallen, TX | Jan 2016 - Oct 2019 | 3 |
| The University Of Texas Pan American | Edinburg, TX | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
- TX
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts971ACCOUNTS
-
Average Account Value$52,485
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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