Emilio
Garcia

Transamerica Financial Advisors, Inc

CRD#5077462
Investment Advisor
in Plano, TX

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About this Advisor

Emilio Garcia is a financial advisor based in Plano, Texas, working with Transamerica Financial Advisors, Inc. Emilio has previously held positions at Wfgia, Garcia - Alva Consulting LLC, Emilio Garcia, Transamerica Financial Advisors, Inc, Emilio Garcia P & C Agent, Experto Income Tax, Qrs Accounting Services, Net Law Inc, Mpowering America LLC, Heartland Institute Of Financial Education, Student Optimum Services, Bni, E-Msquare LLC, Xyndoo LLC, Revolt Healthcare Alliance, Apoplexy LLC, Paoplex LLC, Symetra, Wealthwave, J Grant Insurance LLC, Allstate Benefits Group Health, Erc Specialists, Momen2M Consulting LLC, Texas Tough Consulting LLC, Fairview Youth Theatre, Debtmerica and Taxonmobile, LLC. Emilio has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Emilio is part of Transamerica Financial Advisors, Inc, which operates out of Plano, Texas. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

730 E Park Blvd Suite 104
Plano, TX 75074

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

TX Average: $1,855,561,029
Total Number of Employees

1,127

TX Average: 62
Total Number of Accounts

45,001

TX Average: 2,474
Average Account Size

$35,987

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Emilio Garcia Work History

2024 - Present (0 year)

Texas Tough Consulting LLC

2023 - Present (1 year)

Allstate Benefits Group Health

2023 - Present (1 year)

Erc Specialists

2022 - Present (2 years)

Paoplex LLC

2022 - Present (2 years)

Symetra

2022 - Present (2 years)

Momen2M Consulting LLC

2021 - Present (3 years)

Xyndoo LLC

2016 - Present (8 years)

Emilio Garcia P & C Agent

2016 - Present (8 years)

Wealthwave

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2006 - Present (18 years)

Wfgia

2022 - 2022 (< 1 year)

Apoplexy LLC

2022 - 2022 (< 1 year)

J Grant Insurance LLC

2021 - 2021 (< 1 year)

Bni

2021 - 2021 (< 1 year)

Bni

2021 - 2022 (1 year)

E-Msquare LLC

2021 - 2022 (1 year)

Revolt Healthcare Alliance

2020 - 2022 (2 years)

Mpowering America LLC

2020 - 2022 (2 years)

Heartland Institute Of Financial Education

2020 - 2022 (2 years)

Student Optimum Services

2019 - 2022 (3 years)

Net Law Inc

2019 - 2020 (1 year)

Fairview Youth Theatre

2018 - 2022 (4 years)

Qrs Accounting Services

2017 - 2018 (1 year)

Experto Income Tax

2015 - 2020 (5 years)

Emilio Garcia

2011 - 2020 (9 years)

Emilio Garcia

2011 - 2022 (11 years)

Debtmerica

2010 - 2019 (9 years)

Taxonmobile, LLC

2009 - 2017 (8 years)

Garcia - Alva Consulting LLC

Disclosures

Please visit the SEC profile of Emilio 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 Transamerica Financial Advisors, Inc

Derek Thompson
New York, NY
Nathan Schroeder
Englewood, CO
Jonathan Fonash
Cedar Rapids, IA
Junwei Liu
West Covina, CA
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
Kevin Brunkow
Englewood, CO
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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