Anca Garcia
Investment adviser representative at Beacon Pointe Advisors, LLC
9 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Beacon Pointe Advisors, LLCApr 2024 to now
- UnemployedFeb 2024 to Apr 2024
- Legacy Edge Advisors, LLCNov 2023 to Feb 2024
- Wealthshield Partners, LLCNov 2022 to Oct 2023
- Orbis WealthApr 2022 to Oct 2023
- UnemployedNov 2020 to Apr 2022
- TIAAOct 2015 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 5534035
- Firm CRD
- 119290