Jamie
Garcia
Ally Invest Advisors
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About this Advisor
Jamie Garcia is a financial advisor based in Charlotte, North Carolina with a total of 1 year of relevant experience. Garcia is an advisor for Ally Invest Advisors. During their career, the advisor has held roles at Morgan Stanley, Pnc Bank, Suntrust, United Capital, Mark Warner, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Ally Invest Securities LLC and Ally Invest Advisors. Garcia has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Ally Invest Advisors is a financial advisory business based in Charlotte, NC. The company has offices in three locations and a total of 14 advisors. It handles $987 million in assets among its 80,983 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Ally Invest Advisors provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually are based on the services. However, fees billed by Ally Invest Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ally Invest Advisors Brokerage Details
$986,653,558
14
80,983
$12,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jamie Garcia Work History
Jamie has been registered as a financial advisor for 1 years.*
Ally Invest Securities LLC
Ally Invest Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
United Capital
Mark Warner
Morgan Stanley
Suntrust
Pnc Bank
*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 Jamie 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 Ally Invest Advisors
Charlotte, NC
Winter Garden, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Calabasas, CA
Charlotte, 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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