Robert Alan Garcia
Investment adviser representative at Corvus Wealth Advisors LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Corvus Wealth Advisors LLCJan 2021 to now
- Evolve Retirement Plan Solutions, LLCJan 2019 to now
- Garcia Wealth Management GroupJan 2012 to Mar 2021
- LPL Financial, LLCFeb 2003 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Corvus Wealth Advisors LLC
$1.1BAssets managed
518Clients
9Advisers
5 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
- 2825274
- Firm CRD
- 311261