Joshua Garcia (CRD# 5819452) is an Investment Advisor Representative working at Veritas Financial Consulting LLC in Monrovia, CA and has over 13 years of experience in the finance industry. Joshua Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veritas Financial Consulting, LLC | Monrovia, CA | Jul 2021 - Current | 2 |
| Garrett Investment Advisors, LLC | Monrovia, CA | May 2013 - Jan 2022 | 8 |
| Veritas Financial Consulting Dba For Garrett Investment Advisors | Monrovia, CA | May 2013 - Jul 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- CA
- LA
- TX
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts202ACCOUNTS
-
Average Account Value$304,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, TX
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