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Gaspar Vicente Garcia

Newbridge Financial Services Group, Inc.

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About Gaspar Vicente Garcia

Gaspar Garcia is a financial advisor at Newbridge Financial Services Group, Inc. with over 20 years of experience in the industry. Gaspar is registered in 11 states and offers various services, including financial planning and portfolio management for individuals and businesses. Gaspar is also a pastor at the Church of Divine Grace and has authored several Christian books.

Firm Information

Gaspar Garcia is currently registered with Newbridge Financial Services Group, Inc.. Newbridge Financial Services Group, Inc. is a Boca Raton, FL-based registered investment advisor with approximately $566 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have a wrap fee program and serve a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Newbridge Financial Services Group, Inc.

1200 NORTH FEDERAL HIGHWAY

BOCA RATON, FL 33432

$566.25M

Assets Under Management

Not reported

Total Clients

68

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Promoter fees

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Gaspar Garcia’s Registration & Firm History

FL

09/18/2012 - Present

Newbridge Financial Services Group, Inc. (BOCA RATON FL)

FL

10/09/2009 - 09/20/2012

RBC CAPITAL MARKETS, LLC (PLANTATION FL)

FL

01/09/2009 - 10/09/2009

J. B. HANAUER & CO. (PLANTATION FL)

FL

03/08/2005 - 01/12/2009

WACHOVIA SECURITIES, LLC (PEMBROKE PINES FL)

MO

08/13/1999 - 03/01/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 04/11/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 4 public disclosures for Gaspar Vicente Garcia. Review regulatory record here.
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