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Arthur Garcia

Advisor at Atlas Financial Advisors, Inc.

Updated today

Location

Oroville, CA 95966

Credentials

CFP®, Series 66

Industry experience

20 years

About

Arthur Garcia is a CFP® with 20 years of industry experience, currently serving as an investment adviser representative at Atlas Financial Advisors, Inc. in Oroville, CA. He has been with Atlas Financial Advisors since 2012 and also holds a position as an insurance agent at Atlas Health Insurance Solutions. Atlas Financial Advisors provides investment supervisory services, financial planning, and pension consulting primarily to individual clients and retirement/profit-sharing plans. The firm’s approach includes fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies, and offers additional services such as a subscription-based newsletter and public educational seminars.

Client services

Based on Atlas Financial Advisors, Inc.

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Based on Atlas Financial Advisors, Inc.

College savings (529s, UTMA, etc.) Debt management Annuities

Fee options

Fixed

$50 per household for educational seminars/workshops

Percentage

1.85% annually plus $25 CRM platform fee

Project-based

$300 per hour for pension consulting and financial planning services

Subscriptions

$120 per month for subscription newsletter service

Other

Account minimum: $150,000 per household

Location

40 Post Lane

Oroville, CA 95966

Most active in

Arizona · California · Florida · Idaho · Indiana · Louisiana · Michigan · New York · Pennsylvania · Texas

Work history

Quantum Wealth Advisors LLC

2025 - Present (1 year)

Atlas Financial LLC

2025 - Present (1 year)

Atlas Financial Advisors, Inc. (160276)

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darin G

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameritas in 2022. Outside of financial services, he owns Darin Gilb Woodworks, a business creating and selling handmade wood products such as cutting boards and tables. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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Series 63, Series 66

Oroville, CA

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Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with various Ameritas entities since 2000 and is an inventor of a product for outdoor landscape use. Additionally, he serves as a volunteer board member with NAIFA - CA. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired

Lisa R

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Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

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Oroville, CA

Edward Jones

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Jarold S

Series 63, Series 66

Oroville, CA

Ameriprise

Jarold Stokes is a financial advisor with Ameriprise in Oroville, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at LPL Financial for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David N

Series 66

Oroville, CA

Cetera

David Neilsen II is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and is also the owner and principal of David Neilsen & Associates Inc., an S-corporation he established in 2014. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of investment management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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