Barbara Garcia (CRD# 6380615) is an Investment Advisor Representative working at Gratus Wealth Advisors LLC in Virginia Beach, VA and has over 7 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Pks Investments | Albany, NY | Feb 2024 - Current | < 1 |
Gratus Wealth Advisors LLC | Virginia Beach, VA | May 2022 - Current | 2 |
Newedge Advisors | New Orleans, LA | Nov 2021 - Jan 2024 | 2 |
Newedge Securities, Inc. | Virginia Beach, VA | Nov 2021 - Jan 2024 | 2 |
Truist Investment Services, Inc. | Virginia Beach, VA | Feb 2021 - Nov 2021 | < 1 |
Truist Advisory Services, Inc. | Virginia Beach, VA | Feb 2021 - Nov 2021 | < 1 |
Bb&t Securities, LLC | Virginia Beach, VA | Jan 2018 - Feb 2021 | 3 |
First Command Financial Planning, Inc. | Fort Worth, TX | Apr 2017 - Jan 2018 | < 1 |
First Command Advisor Services, Inc. | Fort Worth, TX | Apr 2017 - Jan 2018 | < 1 |
First Command Insurance Services, Inc. | Fort Worth, TX | Apr 2017 - Jan 2018 | < 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Dec 2016 - Apr 2017 | < 1 |
Unemployed | Virginia Beach, VA | Aug 2016 - Dec 2016 | < 1 |
Us Navy | Kingsville, TX | Aug 2015 - Aug 2016 | 1 |
First Command Financial Services | Corpur Christi, TX | May 2015 - Aug 2015 | < 1 |
First Command Financial Servcies | Pensacola, FL | Aug 2014 - May 2015 | < 1 |
Unemployed | Pensacola, FL | Jan 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- VA
-
Total Assets Under Management591MILLIONS
-
Total Number of Accounts952ACCOUNTS
-
Average Account Value$620,382
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NC, NH, TN, TX, VA
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