Lisa
Garcia
Sageview Advisory Group, LLC
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About this Advisor
Lisa Garcia is a financial advisor operating in West Palm Beach, Florida with a total of 4 years of industry experience. Garcia is an advisor for Sageview Advisory Group, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Nfp Retirement, Not Applicable, Cetera Advisor Networks and Sageview Advisory Group, LLC. Garcia holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Florida. Sageview Advisory Group, LLC is a registered investment business operating out of Newport Beach, CA. The firm has offices in 36 locations and a total of 224 employees. It controls $156 billion in total assets across its 21,119 client accounts, placing it among the largest firms in the United States by assets under management. Of its 21,119 customer accounts, just 9% are held by high-net-worth clients who have more than $1 million in investable assets. Sageview Advisory Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on which service is offered. However, fees billed by Sageview Advisory Group, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$156,399,419,714
224
21,119
$7,405,626
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
- Educational seminars/workshops
Lisa Garcia Work History
Lisa has been registered as a financial advisor for 4 years.*
Cetera Advisor Networks
Sageview Advisory Group, LLC
Not Applicable
Nfp Retirement
Lpl Financial LLC
*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 Lisa Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
