Christopher Garcia
Christopher Garcia is a registered investment advisor at Ameriprise Financial Services, LLC, based in Plano, TX, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6860 Dallas Pkwy Ste 550, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Criminal
June 2003Other Business Activities
Christopher is involved in several business activities, including a personal car service, a management company for his financial planning practice (Elevation Management Services, LLC), a non-profit for disabled adults (Sacred Home), seeking investments for Finpro Holdings, tax preparation (Quintant Tax Management), a hair salon (Yoke Hair), and serving on the board of directors for Garcia. These activities take up varying amounts of Christopher's time, ranging from minimal to about a quarter of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations42 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.