Luisa GarciaCRD Number: 6329663
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Luisa Garcia (CRD# 6329663) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 3 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Santa Monica, CA||Apr 2016 - Current||1|
|Wells Fargo Advisors, LLC||Carmel, CA||Apr 2014 - Apr 2016||2|
|Wells Fargo Bank||Del Rey Oaks, CA||Sep 2012 - Apr 2014||1|
|Wells Fargo Bank||Carmel, CA||Mar 2011 - Sep 2012||1|
|Unemployed||Seaside, CA||Jan 2011 - Mar 2011||< 1|
|Takehara & Stuart, LLP||Santa Monica, CA||Jul 2010 - Jan 2011||< 1|
|Justicecorps||Los Angeles, CA||Jun 2010 - Sep 2010||< 1|
|Ucla||Los Angeles, CA||Sep 2005 - Jun 2010||4|
|Boys & Girls Club||Seaside, CA||Jan 2010 - Mar 2010||< 1|
|Unemployed||Los Angeles, CA||Jun 2009 - Sep 2009||< 1|
|Ucla Medicine-digestive Diseases Research Dept||Los Angeles, CA||Oct 2007 - May 2009||1|
|Communications & Technology Services||Los Angeles, CA||Oct 2007 - May 2009||1|
|Unemployed||Los Angeles, CA||Aug 2008 - Oct 2008||< 1|
|Ucla||London, Brussels, Amsterdam, Paris, Rome, Madrid,||Jun 2008 - Aug 2008||< 1|
|Boys & Girls Club||Seaside, CA||Jun 2007 - Sep 2007||< 1|
|Bubba Gump Shrimp Co||Monterey, CA||Jun 2007 - Sep 2007||< 1|
|Nachshin & Weston, LLP||Los Angeles, CA||Jan 2007 - May 2007||< 1|
|Senator Dianne Feinstein||Los Angeles, CA||Oct 2006 - Dec 2006||< 1|
|Bubba Gump Shrimp Co||Monterey, CA||Jun 2006 - Sep 2006||< 1|
|Boys & Girls Club||Seaside, CA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.