Juan GarciaCRD 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 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab Bank||Orlando, FL||Mar 2015 - Current||2|
|Charles Schwab & Company, Inc.||Orlando, FL||Mar 2015 - Current||2|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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