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Bryan Garcia

2 Years of Experience
Austin, TX
1 DisclosureBroker

Bryan Garcia is a registered investment advisor at RBC Capital Markets, LLC, based in Austin, TX, with 2 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

Austin, TX

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2022
Employment History
Current Registrations
RBC Capital Markets, LLC
October 2025 - Present · 7 mos
RBC Capital Markets, LLC
May 2025 - Present · 1 yr
RBC Capital Markets, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2023 - December 2023 · 11 mos
Fidelity Brokerage Services LLCBroker
April 2022 - September 2022 · 5 mos
Charles Schwab & CO., INC.Broker
October 2020 - November 2020 · 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Bryan Garcia - Financial Advisor | TrueAdvisor