Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Garcia is an investment advisor representative associated with Evensky & Katz/foldes Wealth Management. David Garcia has been in the industry since July 2014 and has been registered with the state of Florida since August 25, 2008. David Garcia is also registered with the state of Louisiana. David Garcia is a Certified Financial Planner. Evensky & Katz/foldes Wealth Management is based in Coral Gables, Florida.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
08/13/2008 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
IA
Issued 08/02/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Garcia is the right advisor for you? Invested Better is here to help.
