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Robert Alan Garcia

Corvus Wealth Advisors LLC

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About Robert Alan Garcia

Robert Garcia is a financial advisor with Corvus Wealth Advisors LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 1997. Robert's professional experience includes working as a financial advisor at LPL FINANCIAL LLC and Wachovia Securities, Inc.. Robert holds a Series 7, 24, 63, and 65 securities licenses. Robert is a resident of Templeton, CA, and works out of the firm's Templeton office.

Firm Information

Robert Garcia is currently registered with Corvus Wealth Advisors LLC. Corvus Wealth Advisors LLC is an investment advisor headquartered in Templeton, CA, with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $720 million in regulatory assets under management, they cater to a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, and corporations. They also provide selection of other advisors for their clients.
Corvus Wealth Advisors LLC

615 S. MAIN STREET

TEMPLETON, CA 93465

$720.92M

Assets Under Management

14

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Robert Garcia’s Registration & Firm History

CA

12/15/2020 - Present

Corvus Wealth Advisors LLC (TEMPLETON CA)

CA

02/21/2003 - 03/22/2017

LPL FINANCIAL LLC (TEMPLETON CA)

MO

10/28/1997 - 02/24/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 03/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2003

Series 24 - General Securities Principal Examination

BC

Issued 03/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Alan Garcia.
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