Skip to content

Emilio Garcia

Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business

Are you Emilio Garcia? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Labrem Consulting LLCJul 2026 to now
  2. Heartland Institute of Financial EducationJun 2025 to now
  3. Emilio GarciaNov 2024 to now
  4. Texas Tough Consulting LLCMar 2024 to now
  5. Allstate Benefits Group HealthJan 2023 to now
  6. Erc SpecialistsJan 2023 to now
  7. SymetraJun 2022 to now
  8. Momen2m Consulting LLCApr 2022 to now
  9. Paoplex LLCApr 2022 to now
  10. Xyndoo LLCJul 2021 to now
  11. Emilio Garcia P & C AgentFeb 2016 to now
  12. WealthwaveJan 2016 to now
  13. Transamerica Financial Advisors, IncJan 2012 to now
  14. WfgiaJan 2006 to now
  15. J Grant Insurance LLCJul 2022 to Aug 2022
  16. Apoplexy LLCApr 2022 to Aug 2022
  17. Revolt Healthcare AllianceSep 2021 to Apr 2022
  18. E-msquare LLCMar 2021 to Feb 2022
  19. BniJan 2021 to Aug 2021
  20. Heartland Institute of Financial EducationApr 2020 to May 2022
  21. Student Optimum ServicesApr 2020 to Apr 2022
  22. Mpowering America LLCMar 2020 to Feb 2022
  23. Fairview Youth TheatreAug 2019 to Oct 2020
  24. Net Law IncMar 2019 to May 2022
  25. Qrs Accounting ServicesOct 2018 to Apr 2022
  26. Experto Income TaxAug 2017 to Apr 2018
  27. DebtmericaDec 2011 to Apr 2022
  28. Emilio GarciaJul 2011 to Nov 2020
  29. Taxonmobile, LLC.Jun 2010 to Dec 2019
  30. Garcia - Alva Consulting LLCJan 2009 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (TX).

Transamerica Financial Advisors, LLC

$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
5077462
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
CallContact this firm