John Garcia is a registered investment advisor, based in Tampa, FL, with 19 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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 ActivitiesSells Insurance
John is a wealth advisor at Concurrent Investment Advisors, dedicating full-time hours to providing advice to clients. He also works a few hours per week as an agent selling fixed insurance products and spends minimal time managing a rental property.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Edward Jones
Edward JonesBroker
Texas Securities Partners, INC.Broker
State Registrations9 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.