Cesar Garcia
Cesar Garcia is a registered investment advisor at Centaurus Financial, INC., based in Apple Valley, CA, with 12 years of industry experience. Cesar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
16191 Kamana Road, Suite #202, Apple Valley, CA, 92307
Get directionsHistory
Regulatory History (2)
Criminal
June 2008Criminal
May 2007Other Business Activities
Cesar operates Archangel Financial Services, Inc. under a DBA since 2018. He also owns and works as a contractor for HD Concrete Works, a concrete construction business, dedicating about 10-20% of his time to its day-to-day operations.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations11 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.
Exams
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