Alberto Garcia
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCAug 2025 to now
- First Horizon AdvisorsNov 2024 to now
- Mwa Financial Services IncApr 2023 to Nov 2024
- Modern Woodmen of AmericaFeb 2023 to Nov 2024
- Centennial BankJul 2021 to Feb 2023
- Kandela GrillJun 2020 to Jul 2021
- First Community BankJun 2019 to Jul 2020
- CollegeAug 2018 to May 2022
- El PuenteJun 2017 to Jun 2019
- High SchoolAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AR).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7729809
- Firm CRD
- 6413