Stephanie KempCRD 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 5 years of experience in the finance industry.
Strategic Wealth Advisors Group
Lpl Financial LLC
Northwest Asset Management
|Lpl Financial, LLC||Templeton, CA||Mar 2013 - Current||4|
|Garcia Wealth Management Group||Templeton, CA||Mar 2013 - Current||4|
|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|
Total Assets Under Management186MILLIONS
Total Number of Accounts498ACCOUNTS
Average Account Value$373,824
- 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)
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