Juan Garcia, financial advisor Orlando FL
93 score

Juan Garcia

CRD Number: 3143458
Current Firm: Charles Schwab & Company, Inc.

Juan Garcia (CRD# 3143458) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Orlando, FL Mar 2015 - Current 1
Charles Schwab & Company, Inc. Orlando, FL Mar 2015 - Current 1
E*trade Capital Management LLC Orlando, FL Jun 2009 - Mar 2015 5
E*trade Securities LLC Orlando, FL Feb 2003 - Mar 2015 12
E*trade Savings Bank Orlando, FL Apr 2008 - Oct 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Juan F. Garcia
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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