Vicent Garcia, financial advisor Versoix

Vicent Garcia

CRD Number: 7426716
Current Firm: Klosters Capital

Vicent Garcia (CRD# 7426716) is an Investment Advisor Representative working at Klosters Capital in Versoix, and has 1 year of experience in the finance industry.

Professional Designations
Company Name Location Dates Years
Klosters Capital LLC Miami, FL Feb 2021 - Current 1
Banque Lombard Odier & Cie SA Geneva, May 2019 - Jan 2021 1
Banco Santander International SA Geneva, Nov 2016 - Apr 2019 2
Hsbc Private Bank (switzerland) SA Geneva, Sep 2014 - Oct 2016 2
And Private Wealth SA Geneva, Aug 2011 - Jul 2014 2

Vicent Garcia has no recent exams reported.
Contact Info for Vicent M. Garcia
Phone Number: 305-907-3421
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    390
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $7,505,987
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.