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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Garcia is a financial advisor with Concurrent Investment Advisors, LLC dba Wealth Alliance Partners, with over 16 years of experience in the financial services industry. John David Garcia has a broad range of experience in providing investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. John David Garcia has also provided financial planning and investment advice to clients of Edward Jones and Raymond James Financial Services, Inc. John David Garcia is registered with the state of Texas, and is currently licensed to provide financial advice in Arkansas, Colorado, Kansas, Mississippi, Nevada, Oklahoma, Oregon, Texas, and Virginia. John David Garcia is committed to providing clients with the highest level of service and expertise.
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.
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2
TX
04/26/2023 - Present
Concurrent Investment Advisors, LLC (Dallas TX)
TX
02/11/2022 - 05/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
02/26/2007 - 02/14/2022
EDWARD JONES (DALLAS TX)
TX
05/18/2006 - 09/12/2006
TEXAS SECURITIES PARTNERS, INC. (PLANO TX)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2006
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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