Chirho Garcia (CRD# 4688632) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Murrieta, CA and has over 19 years of experience in the finance industry.
CRD# 2238419
Lpl Financial LLC
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Capital Advisors, LLC | Sandy, UT | Nov 2020 - Current | 2 |
| Chirho Financial Solutions | Murrieta, CA | Mar 2017 - Current | 6 |
| Regal Investment Advisors | Kentwood, MI | Jan 2015 - Nov 2020 | 5 |
| Regulus, LLC | Kentwood, MI | Feb 2014 - Nov 2020 | 6 |
| Strategy Wealth Managment | Downey, CA | Jan 2014 - Mar 2017 | 3 |
| Bright Owl Investment Advisors | Houston, TX | Feb 2014 - Dec 2014 | < 1 |
| Centaurus Financial Inc. | Anaheim, CA | Jul 2013 - Feb 2014 | < 1 |
| Bank Of America N.a | Alhambra, CA | Mar 2012 - Jul 2013 | 1 |
| Merrill Lynch, Pierce, Fenner | Alhambra, CA | Feb 2012 - Jul 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management312MILLIONS
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Total Number of Accounts2,139ACCOUNTS
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Average Account Value$145,836
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