Yair Garcia (CRD# 6053834) is an Investment Advisor Representative working at Advice And Planning Services in Haslet, TX and has over 8 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Lewisville, TX | Sep 2022 - Current | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Sep 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Saginaw, TX | Oct 2018 - Sep 2022 | 3 |
| J.p. Morgan Securities LLC | Saginaw, TX | Oct 2018 - Sep 2022 | 3 |
| Bbva Compass Insurance Agency | Fort Worth, TX | Jun 2018 - Oct 2018 | < 1 |
| Compass Bank | Fort Worth, TX | Jun 2018 - Oct 2018 | < 1 |
| Bbva Securities Inc. | Fort Worth, TX | Jun 2018 - Oct 2018 | < 1 |
| Fidelity Brokerage Services LLC | Westlake, TX | Mar 2017 - May 2018 | 1 |
| Branch Banking & Trust | Southlake, TX | Dec 2015 - Mar 2017 | 1 |
| J.p. Morgan Securities LLC | Fort Worth, TX | Mar 2015 - Jan 2016 | < 1 |
| Jpmorgan Chase Bank, N.a. | Fort Worth, TX | Jan 2010 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- TX
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.