Unclaimed
Gregory A. Garcia is an investment advisor representative at Strategic Blueprint, LLC. Gregory has been in the industry since July 1982. He is registered with the state of Georgia. Gregory has a Series 65 license. In addition to their current role, Gregory also serves as the managing member of Athens Arches, LLC, a real estate limited liability company, and the managing partner of Research Partners Inc., a real estate corporation. Gregory specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals, and family office services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Family office fees, endorsements
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2
GA
02/14/2025 - Present
Strategic Blueprint, LLC (Watkinsville GA)
Active
Inactive
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