Barbara Garcia is a registered investment advisor, based in Virginia Beach, VA, with 8 years of industry experience.
Location
192 Ballard Ct, Ste 101, Virginia Beach, VA, 23462
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
Barbara works full-time as a practice manager for Gratus Wealth Advisors LLC, coordinating calendars and supporting regulatory compliance. She also spends minimal time servicing existing broker dealer relationships and securities sales as a Client Relationship Manager for Purshe Kaplan Sterling Investments.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Gratus Wealth Advisors LLC
Previous Registrations
Newedge Securities, INC.Broker
Newedge Advisors
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations1 state
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.