Kevin Garcia
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
3 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2025 to now
- Bank of America, N.A.Mar 2022 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to May 2025
- Onix ElectronicsAug 2020 to Dec 2020
- Norwegian Cruise LinesMar 2020 to Jul 2020
- US ArmyMar 2015 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, OH, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7323388
- Firm CRD
- 19616