Julie GarciaCRD Number: 5500913
Current Firm: Rbc Capital Markets, LLC
Julie Garcia (CRD# 5500913) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Syracuse, NY and has over 7 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Rbc Capital Markets, LLC||Syracuse, NY||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management106,032MILLIONS
Total Number of Accounts254,944ACCOUNTS
Average Account Value$415,903
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY