Alissa Garcia (CRD# 6339233) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 9 years of experience in the finance industry. Alissa 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# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schneider Downs Wealth Managment Advisors, LP | Pittsburgh, PA | Jan 2018 - Current | 6 |
| Pathways Of Swpa | Washington, PA | Apr 2012 - Current | 12 |
| Curly Willow Inc. | Greensburg, PA | Aug 2010 - Current | 13 |
| Covenant Church Of Pittsburgh | Pittsburgh, PA | Jul 2017 - Sep 2018 | 1 |
| Oakmont Capital Management, LLC | Oakmont, PA | Nov 2016 - Jan 2018 | 1 |
| University Of Pittsburgh | Pittsburgh, PA | May 2013 - Dec 2016 | 3 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Jun 2015 - Oct 2016 | 1 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Aug 2014 - Oct 2016 | 2 |
| J. E. Harris And Assoc | Greensburg, PA | May 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- PA
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Total Assets Under Management2,615MILLIONS
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Total Number of Accounts2,036ACCOUNTS
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Average Account Value$1,284,275
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, MD, NC, NY, OH, PA, TX, VA, WV
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