Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Rafael Garcia is a financial advisor affiliated with First Command Advisory Services. Juan is licensed to provide financial advice and has a Series 63 and Series 65 license as well as Series 7TO. Juan's experience in the financial services industry began on June 17, 2019, and Juan currently works with clients in the Fort Worth, Texas area. First Command Advisory Services is headquartered in Fort Worth, Texas and is an SEC-registered investment adviser and has been serving clients for over 50 years. First Command has approximately $22 billion in assets under management.
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.
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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TX
07/27/2021 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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