Kevin Garcia
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- UnemployedSep 2025 to Aug 2026
- Universal StudiosFeb 2023 to Jan 2024
- University of Central FloridaJan 2023 to Aug 2025
- JetblueMay 2022 to Dec 2022
- H&r BlockJan 2022 to Apr 2022
- Gideon's BakehouseNov 2021 to Dec 2021
- Sam's ClubNov 2020 to Oct 2021
- University of Central FloridaAug 2018 to Dec 2020
- Valencia CollegeAug 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8313130
- Firm CRD
- 6627