Michael
Garcia
Arbor Point Advisors
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About this Advisor
Michael Garcia is a financial advisor based in Houston, Texas, working with Arbor Point Advisors. Michael has previously held positions at Securities America Inc, Sws Financial Services, Arbor Point Advisors, and Osaic Wealth, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Arbor Point Advisors, which operates out of Houston, Texas. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,929,575,682
2,643
28,010
$247,396
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
- Educational seminars/workshops
Michael Garcia Work History
Osaic Wealth, Inc
Securities America Inc
Arbor Point Advisors
Sws Financial Services
Disclosures
Please visit the SEC profile of Michael 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 Arbor Point Advisors
Omaha, NE
Boise, ID
Pocatello, ID
Omaha, NE
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Malaga, WA
Daytona Beach Shores, FL
Vancouver, WA
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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