Natalie Q Garcia
Investment adviser representative at Robert W. Baird & Co. Incorporated
13 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Natalie Q Garcia? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
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
13 years in the industry.
- Robert W. Baird & Co. IncorporatedSep 2024 to now
- BairdJan 2023 to now
- UnemployedOct 2022 to Jan 2023
- Dukes SeafoodApr 2022 to Aug 2022
- Caliber Home LoansOct 2020 to Oct 2022
- UnemployedMar 2020 to Oct 2020
- FlintcreekOct 2019 to Mar 2020
- Rn74Jul 2019 to Mar 2020
- Ascend Prime Steak and SushiApr 2019 to Jun 2019
- El GuachoMar 2019 to Jun 2019
- Currant BistroJan 2019 to Mar 2019
- UnemployedOct 2018 to Jan 2019
- Edgewater HotelApr 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 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
- 7694140
- Firm CRD
- 8158