Anca
Garcia
Beacon Pointe Advisors, LLC
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About this Advisor
Anca Garcia is a financial advisor based in Montvale, New Jersey, working with Beacon Pointe Advisors, LLC. Anca has previously held positions at Tiaa, Charles Schwab, Wealthshield Partners, LLC, Thomas Edison State College, Legacy Edge Advisors, LLC, Orbis Wealth, Ny Life, and Beacon Pointe Advisors. Anca has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Anca is part of Beacon Pointe Advisors, LLC, which operates out of Montvale, New Jersey. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Anca Garcia Work History
Beacon Pointe Advisors
Legacy Edge Advisors, LLC
Wealthshield Partners, LLC
Orbis Wealth
Tiaa
Charles Schwab
Ny Life
Thomas Edison State College
Disclosures
Please visit the SEC profile of Anca 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 Beacon Pointe Advisors, LLC
Newport Beach, CA
Dallas, TX
Charlotte, NC
Scottsdale, AZ
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Summit, NJ
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