Gary
Garcia
Kingswood Wealth Advisors, LLC
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About this Advisor
Gary Garcia is a financial advisor based in Tampa, Florida, working with Kingswood Wealth Advisors, LLC. Gary has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Hayden Royal, LLC, 3G Wealth Management, Kingswood Capital Partners LLC, Kingswood Wealth Advisors, LLC, Resurgent Financial Advisors, and Calamar Financial Group. Gary has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Gary is part of Kingswood Wealth Advisors, LLC, which operates out of Tampa, Florida. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Gary Garcia Work History
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners LLC
3G Wealth Management
Resurgent Financial Advisors
Calamar Financial Group
Hayden Royal, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Gary 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 Kingswood Wealth Advisors, LLC
Manhattan Beach, CA
American Fork, UT
San Diego, CA
Henderson, NV
San Diego, CA
San Diego, CA
San Diego, CA
Fullerton, CA
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