Joshua
Garcia
Allworth Financial, L.P
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About this Advisor
Joshua Garcia is a certified financial planner who works in Addison, Texas with 1 year of relevant experience. Garcia works at Allworth Financial, L.P. The advisor has gained experience at Investment Marketing Resources L.P, Usaa, City Bank, Altitude Trampoline Park, Thin Air Trampoline Park, Raising Canes, Seaworld Entertainment, Student, Sagepoint Financial, Inc, Aw Securities and Allworth Financial. Garcia is registered to advise clients in Texas. Allworth Financial, L.P is a business based out of Folsom, CA. The firm has offices in 26 locations and a total of 343 advisors. It controls $15 billion in total assets among its 49,892 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 49,892 accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Allworth Financial, L.P provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on the financial services offered. Fees charged by Allworth Financial, L.P likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$14,880,814,526
343
49,892
$298,261
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joshua Garcia Work History
Joshua has been registered as a financial advisor for 1 years.*
Allworth Financial
Aw Securities
Investment Marketing Resources L.P
Sagepoint Financial, Inc
Usaa
Student
City Bank
Altitude Trampoline Park
Thin Air Trampoline Park
Raising Canes
Seaworld Entertainment
Student
*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 Joshua 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 Allworth Financial, L.P
Sacramento, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
Folsom, CA
Folsom, CA
Folsom, CA
Scottsdale, AZ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
