Alexander Garcia, financial advisor Winter Springs FL
93 score

Alexander Garcia

CRD Number: 3116923
Current Firm: Planmember Securities Corporation

Alexander Garcia (CRD# 3116923) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Us Employees Benefits Service Group LLC Winter Springs, FL Jan 2015 - Current 1
Bluehouse Financial Maitland,, FL Mar 2014 - Current 2
Planmember Securities Corporation Carpinteria, CA Oct 2007 - Current 9
Bencor, Inc. Winter Springs, FL Oct 2006 - Current 10
Independent Insurance Agent Winter Park, FL Aug 2001 - Current 15
Retirement Planning Associates Inc. Winter Park, FL Mar 2000 - Current 16
Ing Financial Advisers, LLC Hartford, CT Jun 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Alexander Garcia
Phone Number: 805-684-1199
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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