Ann
Garcia
Independent Progressive Advisors, LLC
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About this Advisor
Ann Garcia is a financial advisor based in Portland, Oregon, working with Independent Progressive Advisors, LLC. Ann has previously held positions at Beacon Rock Partners and Independent Progressive Advisors LLC. Ann has passed the Series 65 regulatory exam and is registered to provide services in Oregon, Texas, and Washington. Currently, Ann is part of Independent Progressive Advisors, LLC, which operates out of Portland, Oregon. The firm has 2 employees and manages assets totaling $104.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Independent Progressive Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
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Independent Progressive Advisors, LLC Brokerage Details
$104,276,000
2
116
$898,931
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Ann Garcia Work History
Independent Progressive Advisors LLC
Beacon Rock Partners
Disclosures
Please visit the SEC profile of Ann 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 Independent Progressive Advisors, LLC
Portland, OR
Portland, OR
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