Erica Lizette Garcia
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab BankMar 2025 to now
- Charles Schwab & Co., Inc.Mar 2024 to now
- UnemployedJul 2023 to Mar 2024
- UBS Financial Services, Inc.Nov 2022 to Jun 2023
- Bank of America Merrill LynchJun 2022 to Aug 2022
- Full Time EducationSep 2020 to Dec 2023
- UnemployedJan 2020 to Sep 2020
- GlobaflyNov 2019 to Jan 2020
- R.A Fischer Co.Oct 2018 to Sep 2019
- Full Time EducationAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7210134
- Firm CRD
- 5393