John Garcia (CRD# 5139099) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 17 years of experience in the finance industry.
CRD# 5159569
Primerica Advisors
CRD# 6673621
Econologics Financial Advisors
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pks Investments | Albany, NY | Apr 2023 - Current | 1 |
| Concurrent Investment Advisors Llc Dba Wealth Alliance Partners | Tampa, FL | Feb 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Dallas, TX | Feb 2022 - Apr 2023 | 1 |
| Raymond James Financial Services Advisors, Inc. | Dallas, TX | Feb 2022 - Apr 2023 | 1 |
| Edward Jones | St. Louis, MO | Jan 2007 - Feb 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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