Vicente Garcia is a registered investment advisor at Oriental Financial Services LLC, based in San Juan, PR, with 5 years of industry experience. Vicente operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 486 clients with $360M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
254 Munoz Rivera Ave, 2nd Floor, Oriental Group Center, San Juan, PR, 00919
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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 →Employment History
Current Registrations
Oriental Financial Services LLC
Oriental Financial Services LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
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