Emilio Garcia (CRD# 5077462) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 18 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Texas Tough Consulting LLC | Frisco, TX | Mar 2024 - Current | < 1 |
| Allstate Benefits Group Health | Jacksonville,, FL | Jan 2023 - Current | 1 |
| Erc Specialists | Orem, UT | Jan 2023 - Current | 1 |
| Symetra | Bellevue, WA | Jun 2022 - Current | 1 |
| Paoplex LLC | Mckinney, TX | Apr 2022 - Current | 2 |
| Momen2m Consulting LLC | Frisco, TX | Apr 2022 - Current | 2 |
| Xyndoo LLC | Frisco, TX | Jul 2021 - Current | 2 |
| Emilio Garcia P & C Agent | Mckinney, TX | Feb 2016 - Current | 8 |
| Wealthwave | Plano, TX | Jan 2016 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Plano, TX | Jan 2012 - Current | 12 |
| Wfgia | Plano, TX | Jan 2006 - Current | 18 |
| J Grant Insurance LLC | Plano, TX | Jul 2022 - Aug 2022 | < 1 |
| Apoplexy LLC | Mckinney, TX | Apr 2022 - Aug 2022 | < 1 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | Apr 2020 - May 2022 | 2 |
| Net Law Inc. | Louisville, KY | Mar 2019 - May 2022 | 3 |
| Revolt Healthcare Alliance | Frisco, TX | Sep 2021 - Apr 2022 | < 1 |
| Student Optimum Services | Glendale, CA | Apr 2020 - Apr 2022 | 2 |
| Qrs Accounting Services | Mckinney, TX | Oct 2018 - Apr 2022 | 3 |
| Debtmerica | Mckinney, TN | Dec 2011 - Apr 2022 | 10 |
| E-msquare LLC | Mckinney, TX | Mar 2021 - Feb 2022 | < 1 |
| Mpowering America LLC | Sandy, UT | Mar 2020 - Feb 2022 | 1 |
| Bni | Charlotte, NC | Feb 2021 - Aug 2021 | < 1 |
| Bni | Charlotte, NC | Jan 2021 - Aug 2021 | < 1 |
| Emilio Garcia | Mckinney, TX | May 2015 - Nov 2020 | 5 |
| Emilio Garcia | Mckinney, TX | Jul 2011 - Nov 2020 | 9 |
| Fairview Youth Theatre | Fairview, TX | Aug 2019 - Oct 2020 | 1 |
| Taxonmobile, LLC | Mckinney, TX | Jun 2010 - Dec 2019 | 9 |
| Experto Income Tax | Mckinney, TX | Aug 2017 - Apr 2018 | < 1 |
| Garcia - Alva Consulting LLC | Mckinney, TX | Jan 2009 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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