AG
AG

Anthony Olivera Garcia

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Financial Planning:Investment management only
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Location

Medford, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is employed by Standard Retirement Services, Inc., StanCorp Equities, Inc., and StanCorp Investment Advisers, Inc. as a Manager in the Contact Center since 2017. The duties are performed simultaneously.

Employment History
Current Registrations
Stancorp Investment Advisers, INC.
April 2015 - Present · 10 yrs 10 mos
Stancorp Equities, INC.Broker
December 2014 - Present · 11 yrs 2 mos
Stancorp Equities, INC.
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - November 2014 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations1 state
OR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Olivera Garcia - Financial Advisor | TrueAdvisor