Gary
Garcia
Kingswood Wealth Advisors, LLC
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About this Advisor
Gary Garcia is a certified financial planner based in Tampa, Florida. Garcia is an advisor for Kingswood Wealth Advisors, LLC. During their career, Garcia has held roles 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. Garcia maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida. Kingswood Wealth Advisors, LLC is a company operating out of San Diego, CA. The investment advisory business has offices in seven locations and a total of 82 employees. It manages $969 million in total assets across its 2,720 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,720 accounts, just 13% belong to high-net-worth clients who have greater than $1 million in investable assets. The company offers a number of services, such as 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. A financial advisor's fee schedules largely depend on the type of financial services provided. However, fees charged by Kingswood Wealth Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
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
Gary has been registered as a financial advisor for 0 years.*
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
*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 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
Freeport, IL
San Diego, CA
Miami, FL
San Diego, CA
Miami, FL
Sugar Hill, NH
Denver, CO
Tampa, FL
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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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.
