Angela Garcia (CRD# 6447850) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Newport, RI and has over 8 years of experience in the finance industry.
CRD# 5674354
Lincoln Capital Corporation
CRD# 2379174
Lpl Financial LLC
CRD# 1906408
The Retirement Planning Company Of New England, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Greenville, RI | Jan 2015 - Current | 9 |
| Citizens Bank | Smithfield, RI | Aug 2014 - Current | 9 |
| Citizens Bank | Providence, RI | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- RI
-
Total Assets Under Management1,431MILLIONS
-
Total Number of Accounts1,992ACCOUNTS
-
Average Account Value$718,376
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, 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.