Chirho
Garcia
Elevated Capital Advisors, LLC
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About this Advisor
Chirho Garcia is a financial advisor based in Murrieta, California who has 3 years of industry experience. Garcia is an employee of Elevated Capital Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner, Bank Of America N.A, Centaurus Financial Inc, Strategy Wealth Managment, Bright Owl Investment Advisors, Regulus, LLC, Regal Investment Advisors, Elevated Capital Advisors, LLC and Chirho Financial Solutions. Garcia maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Elevated Capital Advisors, LLC is an advisory business headquartered in Sandy, UT. It manages $312 million in assets across its 2,139 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,139 customer accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on the financial services. Fee types billed by Elevated Capital Advisors, LLC likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$311,943,709
8
2,139
$145,836
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chirho Garcia Work History
Chirho has been registered as a financial advisor for 3 years.*
Elevated Capital Advisors, LLC
Chirho Financial Solutions
Regal Investment Advisors
Strategy Wealth Managment
Bright Owl Investment Advisors
Regulus, LLC
Centaurus Financial Inc
Merrill Lynch, Pierce, Fenner
Bank Of America N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chirho Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elevated Capital Advisors, LLC
Overland Park, KS
Salineno, TX
Newnan, GA
Murrieta, CA
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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