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Arthur Cole Garcia

Atlas Financial Advisors, Inc.

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About Arthur Cole Garcia

Arthur Garcia is a Registered Representative for Atlas Financial Advisors, Inc., based in Oroville, California. Arthur has been with the firm since March 2012. Prior to joining Atlas Financial Advisors, Inc., Arthur was a Registered Representative for PROEQUITIES, INC. in Marysville, California, Jefferson Pilot Securities Corporation in Oroville, California, METLIFE SECURITIES INC. in Springfield, Massachusetts, and METROPOLITAN LIFE INSURANCE COMPANY in New York, New York. Arthur has a series 7 license and a series 66 license and is a Certified Financial Planner. Arthur's specializations include Portfolio Management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services and Publication of Periodicals.

Firm Information

Arthur Garcia is currently registered with Atlas Financial Advisors, Inc.. Atlas Financial Advisors, Inc. is a financial advisory firm located in Oroville, California. The firm provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, and portfolio management for individuals and businesses. Atlas Financial Advisors, Inc. has approximately $106 million in assets under management.
Atlas Financial Advisors, Inc.

2126 5TH AVENUE

OROVILLE, CA 95965

$106.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arthur Garcia’s Registration & Firm History

CA

02/15/2013 - Present

Atlas Financial Advisors, Inc. (OROVILLE CA)

CA

03/31/2008 - 02/19/2010

PROEQUITIES, INC. (MARYSVILLE CA)

CA

07/12/2005 - 03/31/2008

JEFFERSON PILOT SECURITIES CORPORATION (OROVILLE CA)

MA

11/19/2004 - 07/15/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/19/2004 - 07/15/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur Cole Garcia.
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