Luis
Garcia Estrada
Bcu Wealth Advisors, LLC
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About this Advisor
Luis Garcia Estrada is a financial advisor based in Santa Ana, California, working with Bcu Wealth Advisors, LLC. Luis has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Mufg Union Bank, Pnb Baribas, Bank Of The West, Wells Fargo Bank N.A, Premier America Credit Union, Lpl Financial LLC, and Bcu Wealth Advisors. Luis has passed the Series 66 regulatory exam and is registered to provide services in California and Illinois. Currently, Luis is part of Bcu Wealth Advisors, LLC, which operates out of Santa Ana, California. The firm has 16 offices and 17 employees. The firm manages assets totaling $449.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bcu Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Bcu Wealth Advisors, LLC Brokerage Details
$449,891,357
17
1,717
$262,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Luis Garcia Estrada Work History
Bcu Wealth Advisors
Lpl Financial LLC
Premier America Credit Union
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Mufg Union Bank
Pnb Baribas, Bank Of The West
Wells Fargo Bank N.A
Disclosures
Please visit the SEC profile of Luis Garcia Estrada 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 Bcu Wealth Advisors, LLC
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Santa Ana, CA
Vernon Hills, IL
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