Joseph Garcia, financial advisor Thousand Oaks CA

Joseph Garcia

CRD Number: 1626067
Current Firm: Pacific Financial Strategies, Inc.

Joseph Garcia (CRD# 1626067) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 25 years of experience in the finance industry.

Similar Advisors
Alexander "Alec" Tuckman, financial advisor Thousand Oaks CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Similar Advisors
Michael Mansfield, financial advisor Thousand Oaks CA
Michael J. Mansfield
CRD# 5656946
The Lynd Group Advisors, LLC
Similar Advisors
Blair Aaronson, financial advisor Thousand Oaks CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Company Name Location Dates Years
Pacific Financial Strategies, Inc. Thousand Oaks, CA Jan 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Joseph A. Garcia
Phone Number: (818) 991-7794
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $195,221
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, ID, TX, UT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.