Francisco Garcia (CRD# 6895328) is an Investment Advisor Representative working at Edward Jones in Tehachapi, CA and has over 6 years of experience in the finance industry.
CRD# 1960365
Edward Jones
CRD# 6117667
First Command Advisory Services
CRD# 1061809
Lincoln Investment
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jan 2018 - Current | 6 |
Anderson And Associates | Chico, CA | Aug 2017 - Dec 2017 | < 1 |
Sierra Nevada Brewing Company | Chico, CA | May 2017 - Jul 2017 | < 1 |
Lost Dutchman Taproom | Chico, CA | Jan 2017 - May 2017 | < 1 |
Anderson And Associates | Chico, CA | Oct 2016 - Apr 2017 | < 1 |
Chico Heat Baseball Club | Chico, CA | Mar 2016 - Nov 2016 | < 1 |
San Francisco 49ers | Santa Clara, CA | Mar 2015 - Jul 2016 | 1 |
San Jose Earthquakes | San Jose, CA | Aug 2015 - Dec 2015 | < 1 |
Door Dash | Palo Alto, CA | Apr 2015 - Aug 2015 | < 1 |
Unemployed | Sonora, CA | Nov 2014 - Mar 2015 | < 1 |
Stage 3 Theater Company | Sonora, CA | Apr 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.