Mark
Garcia
Mutual Advisors, LLC
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About this Advisor
Mark Garcia is a financial advisor based in Sweetwater, Texas, working with Mutual Advisors, LLC. Mark has previously held positions at Smartt Move, LLC, Republic Services, Dmi Insurance, and Mutual Advisors, LLC. Mark has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Mark is part of Mutual Advisors, LLC, which operates out of Sweetwater, Texas. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
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
- Other
Mark Garcia Work History
Dmi Insurance
Mutual Advisors, LLC
Republic Services
Smartt Move, LLC
Disclosures
Please visit the SEC profile of Mark Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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