Julie Garcia is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9907 E Bell Rd, Ste 120, [Satellite], Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Julie is a Scientific Advisory Board Member for Detact Diagnostics, a biotechnology company, since 2021. She advises on design control processes and experimental design, dedicating a few hours per week to this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.