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Orlando Garcia

30 Years of Experience
Coral Gables, FL
Broker

Orlando Garcia is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Orlando is involved in several LLCs, including LL 1140 LLC (where he is an authorized signer for his wife's LLC), MABO LLC, MM Investments LLC, and MOAB LLC, primarily related to rental real estate and business ownership. He dedicates minimal time to each of these ventures.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2000 - April 2021 · 20 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2000 - April 2021 · 20 yrs 4 mos
Citicorp Investment ServicesBroker
December 1995 - January 2001 · 5 yrs 1 mo
State Registrations16 states
ALAZCACOCTFLGAILMANCNJNYPATNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Orlando Garcia - Financial Advisor | TrueAdvisor