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Vicente Andres Garcia

Oriental Financial Services LLC
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
Oriental Financial Services LLC
Compensation
Fee-Only (AUM)
Firm Size
12 advisors
Number of Clients
486 clients
Average Client Portfolio
$742K average
Assets Under Management
$360.6M

Location

254 Munoz Rivera Ave, 2nd Floor, Oriental Group Center, San Juan, PR, 00919

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Oriental Financial Services LLC
February 2023 - Present · 3 yrs
Oriental Financial Services LLCBroker
February 2023 - Present · 3 yrs
Previous Registrations
Equitable Advisors, LLC
April 2022 - January 2023 · 9 mos
Equitable Advisors, LLCBroker
April 2022 - January 2023 · 9 mos
UBS Financial Services INC.
December 2020 - April 2022 · 1 yr 4 mos
UBS Financial Services INC.Broker
September 2020 - April 2022 · 1 yr 7 mos
State Registrations3 states
FLNYPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.