Anca
Garcia
Wealthshield Partners, LLC
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About this Advisor
Anca Garcia is a financial advisor who works in Roseland, New Jersey with 1 year of industry experience. Garcia is on the advisory team at Wealthshield Partners, LLC. Throughout their career, Garcia has worked at Pruco Securities LLC, The Prudential Insurance Company Of America, New York Life Investments, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Charles Schwab, John Hancock Life Insurance Company Usa, Morgan Stanley, Wealthshield Partners, LLC® Dba Orbis Wealth and Thomas Edison State College. Garcia holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Wealthshield Partners, LLC is a registered investment company that has its headquarters in Cary, NC. The company has offices in nine locations and a total of 29 financial advisors. It administers $902 million in assets under management between its 1,129 accounts, making it one of the larger firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,129 accounts, 16% belong to high-net-worth clients who have at least $1 million in assets. Wealthshield Partners, LLC 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 educational seminars. Fees for financial management largely are based on which service is offered. However, fees charged by Wealthshield Partners, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthshield Partners, LLC Brokerage Details
$901,663,737
29
1,129
$798,639
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
Anca Garcia Work History
Anca has been registered as a financial advisor for 1 years.*
Wealthshield Partners, LLC® Dba Orbis Wealth
Morgan Stanley
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Charles Schwab
John Hancock Life Insurance Company Usa
New York Life Investments
Thomas Edison State College
Pruco Securities LLC
The Prudential Insurance Company Of America
*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 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 Wealthshield Partners, LLC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
Raleigh, NC
Raleigh, NC
Chatham, NJ
Pinehurst, NC
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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