Philip
Garcia
Coppell Advisory Solutions LLC
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About this Advisor
Philip Garcia is a financial advisor based in Stockton, California, working with Coppell Advisory Solutions LLC. Philip has previously held positions at Vg Capital Financial Services, Global Asset Management Group, and Fusion Capital Management. Philip has passed the Series 65 regulatory exam and is registered to provide services in California, Louisiana, and Texas. Currently, Philip is part of Coppell Advisory Solutions LLC, which operates out of Stockton, California. The firm has 24 offices and 76 employees. The firm manages assets totaling $849.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coppell Advisory Solutions LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$849,564,866
76
7,997
$106,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Philip Garcia Work History
Fusion Capital Management
Global Asset Management Group
Vg Capital Financial Services
Disclosures
Please visit the SEC profile of Philip 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 Coppell Advisory Solutions LLC
San Diego, CA
Orange, CA
Coppell, TX
Coppell, TX
Arlington, TX
Gainesville, FL
Cedar Rapids, IA
San Antonio, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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