Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip T. Garcia is a financial advisor with Truist Advisory Services, Inc. and has been in the industry since 1999. Philip has a strong track record of success in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Philip has a wide range of experience in the financial services industry, having previously worked with BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Raymond James & Associates, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
02/17/2021 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
VA
05/04/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
10/22/2010 - 05/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
05/16/2003 - 10/26/2010
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
NJ
12/07/1999 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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