Angela
Garcia

Pruco Securities, LLC

CRD#7249789
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Angela Garcia is a financial advisor based in Orlando, Florida, working with Pruco Securities, LLC. Angela has previously held positions at Morgan Stanley Smith Barney LLC, Huntington National Bank, Fifth Third Bank, Morgan Stanley Private Bank, N.A, The Prudential Insurance Company Of America, and Pruco Securities LLC. Angela has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Angela is part of Pruco Securities, LLC, which operates out of Orlando, Florida. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion 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, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Suite 310 4700 Mellenia Blvd
Orlando, FL 32839

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

FL Average: $10,121,009,343
Total Number of Employees

2,700

FL Average: 92
Total Number of Accounts

113,575

FL Average: 6,978
Average Account Size

$144,211

FL Average: $1,450,417

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
  • Educational seminars/workshops

Angela Garcia Work History

2023 - Present (2 years)

The Prudential Insurance Company Of America

2023 - Present (2 years)

Pruco Securities LLC

2020 - 2023 (3 years)

Morgan Stanley Smith Barney LLC

2020 - 2023 (3 years)

Morgan Stanley Private Bank, N.A

2015 - 2020 (5 years)

Huntington National Bank

2009 - 2015 (6 years)

Fifth Third Bank

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Angela 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 Prudential Financial Planning Services

Amna Altaf
Camarillo, CA
John Morrison
Franklin, TN
Austin Kneifl
Omaha, NE
David Lizarraga-Ponce
San Diego, CA
Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
Charlotte, NC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started