Philip Garcia (CRD# 5475696) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Stockton, CA and has over 16 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fusion Capital Management | Dallas, TX | Oct 2020 - Current | 3 |
| Global Asset Management Group | Stockton, CA | Feb 2010 - Current | 14 |
| Vg Capital Financial Services | Stockton, CA | Jul 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- CA
- LA
- TX
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Total Assets Under Management850MILLIONS
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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