Stephanie Kemp, financial advisor Templeton CA
93 score

Stephanie Kemp

CRD Number: 6023466
Current Firm: Garcia Wealth Management Group, Inc.

Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Garcia Wealth Management Group, Inc. in Templeton, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Garcia Wealth Management Group Templeton, CA Mar 2013 - Current 5
Lpl Financial, LLC Templeton, CA Mar 2013 - Feb 2016 2
Pfs Investments Inc. Pismo Beach, CA Feb 2012 - Mar 2013 1
Primerica Financial Services Pismo Beach, CA Oct 2011 - Mar 2013 1
Gjg Ca LLC Paso Robles, CA Feb 2004 - Dec 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Stephanie C. Kemp
Phone Number: 805-434-2608
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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