Frank Garcia
Investment adviser representative at Insight Securities, Inc.
11 yearsExperience
1 stateRegistered in
$4.4MFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Precise Investment Management, Inc.Oct 2022 to now
- Insight Securities, Inc.Aug 2018 to now
- Hayman Woodward Wealth Management LLCJul 2018 to now
- Pruco Securities, LLCJul 2017 to Jul 2018
- The Prudential Insurance Company of AmericaJul 2017 to Jul 2018
- Nfp Insurance SolutionsApr 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Insight Securities, Inc.
$4.4MAssets managed
12Clients
11Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2411924
- Firm CRD
- 5611