AG
AG

Anthony M Garcia

7 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
N/A
Firm Size
88 advisors
Number of Clients
2,080 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

One Norterra Drive, Phoenix, AZ, 85085

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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 a parent family care provider for JJN Home Health Agency Inc., assisting his sons with special needs in community activities, dedicating about half of his time. He also works as a parent CNA for Aveanna Healthcare, providing in-home care to his children with special needs, dedicating about a quarter of his time.

Employment History
Current Registrations
USAA Investment Services Company
February 2022 - Present · 4 yrs
USAA Investment Services Company
February 2022 - Present · 4 yrs
USAA Investment Services CompanyBroker
February 2022 - Present · 4 yrs
Previous Registrations
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Planning Services
July 2017 - January 2018 · 6 mos
USAA Financial Advisors, INC.Broker
April 2017 - June 2020 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony M Garcia - Financial Advisor | TrueAdvisor