Barbara
Garcia
Gratus Wealth Advisors LLC
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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
Services Offered
Fee Structure
Office Location
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Gratus Wealth Advisors LLC Brokerage Details
$590,603,611
7
952
$620,382
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Barbara Garcia Work History
Pks Investments
Gratus Wealth Advisors LLC
Newedge Advisors
Newedge Securities, Inc
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities, LLC
First Command Financial Planning, Inc
First Command Advisor Services, Inc
First Command Insurance Services, Inc
First Command Financial Planning, Inc
Us Navy
First Command Financial Services
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
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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