Juan Garcia is a registered investment advisor at Hbc Financial Group, LLC, based in Abingdon, VA, with 6 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
HBC Financial Group does not directly manage your investments. Instead, they connect you with a third-party investment manager who will charge you a management fee. HBC receives a portion of that fee as a referral fee. This referral fee does not increase the total fee you pay.
Location
155 Valley Street NW, Abingdon, VA, 24210-2800
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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.
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Juan is a Member/CPA at Hicok, Brown & Company, an accounting firm, since 1996. He dedicates more than full-time hours to daily management and client activities such as tax preparation, audits, and consulting.
Employment History
Current Registrations
Hbc Financial Group, LLC
Previous Registrations
Concord Wealth Partners
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.