Barbara
Garcia

Gratus Wealth Advisors LLC

CRD#6380615
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Barbara Garcia is a financial advisor based in Virginia Beach, Virginia, working with Gratus Wealth Advisors LLC. Barbara has previously held positions at Us Navy, First Command Financial Services, First Command Financial Planning, Inc, First Command Advisor Services, Inc, First Command Insurance Services, Inc, Bb&T Securities, LLC, Truist Investment Services, Inc, Truist Advisory Services, Inc, Newedge Advisors, Gratus Wealth Advisors LLC, Pks Investments, and Newedge Securities, Inc. Barbara has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Barbara is part of Gratus Wealth Advisors LLC, which operates out of Virginia Beach, Virginia. The firm has 7 employees and manages assets totaling $590.6 million. The firm 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, and pension consulting services. The fee structure at Gratus Wealth Advisors LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

192 Ballard Ct Ste 101
Virginia Beach, VA 23462

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Gratus Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$590,603,611

VA Average: $1,835,309,194
Total Number of Employees

7

VA Average: 32
Total Number of Accounts

952

VA Average: 1,458
Average Account Size

$620,382

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Barbara Garcia Work History

2024 - Present (0 year)

Pks Investments

2022 - Present (2 years)

Gratus Wealth Advisors LLC

2021 - Present (3 years)

Newedge Advisors

2021 - Present (3 years)

Newedge Securities, Inc

2021 - 2021 (< 1 year)

Truist Investment Services, Inc

2021 - 2021 (< 1 year)

Truist Advisory Services, Inc

2018 - 2021 (3 years)

Bb&T Securities, LLC

2017 - 2018 (1 year)

First Command Financial Planning, Inc

2017 - 2018 (1 year)

First Command Advisor Services, Inc

2017 - 2018 (1 year)

First Command Insurance Services, Inc

2016 - 2017 (1 year)

First Command Financial Planning, Inc

2015 - 2016 (1 year)

Us Navy

2015 - 2015 (< 1 year)

First Command Financial Services

2014 - 2015 (1 year)

First Command Financial Servcies

Disclosures

Please visit the SEC profile of Barbara 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 Gratus Wealth Advisors LLC

Barbara Garcia
Virginia Beach, VA
Cline Reasor
Virginia Beach, VA
Chad Williamson
Virginia Beach, VA
Cheri Poston
Virginia Beach, VA
Dorothy Mannix
Virginia Beach, VA
Tazewell Taylor
Virginia Beach, VA
Gerald Sullivan
Virginia Beach, VA

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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