Francisco Garcia
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tehachapi, CA 93561
Credentials
CFP®, ChFC®, Series 66
Industry experience
8 years
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Wealth management
Occupation focus
Educators, Teachers, and Academics
Technology Professional
Location
305 S Robinson St
Tehachapi, CA 93561
Most active in
Francisco G has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Edward Jones
2018 - Present (8 years)
Anderson and Associates
2017 - 2017 (1 year)
Sierra Nevada Brewing Company
2017 - 2017 (1 year)
Lost Dutchman Taproom
2017 - 2017 (1 year)
Anderson and Associates
2016 - 2017 (1 year)
Chico Heat Baseball Club
2016 - 2016 (1 year)
San Francisco 49ers
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael M
Series 63, Series 65
Bear Valley Springs, CA
Michael J.D. McCall, LLC
Michael McCall is the sole advisor at Michael J.D. McCall, LLC, an independent firm based in Bear Valley Springs, CA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having led his firm since its founding in 2003. Michael J.D. McCall, LLC provides comprehensive portfolio management and integrated financial planning to individuals, high-net-worth clients, corporations, charitable organizations, and other non-individual entities. The firm manages approximately $61.1 million on a discretionary basis, employing fundamental analysis and longer-term purchase strategies with regular portfolio reviews and rebalancing.
Thomas M
Series 66
Tehachapi, CA
Mills Financial Services LLC
Thomas Mills is the sole advisor at Mills Financial Services LLC in Tehachapi, California, with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Waddell & Reed, Inc. and AllState Insurance Company. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. Mills Financial Services LLC provides customized financial planning and portfolio management for individuals, including high-net-worth clients, and small businesses. The firm incorporates fundamental analysis and Modern Portfolio Theory to construct diversified, nondiscretionary portfolios and also offers educational workshops and retirement plan assistance.
Lance P
Series 63, Series 65
Tehachapi, CA
Independent Financial Group, LLC
Lance Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at NPB Financial Group, LLC and Cetera Advisor Networks LLC. Patton also operates a financial planning business as an independent contractor. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, with services including brokerage, portfolio management, financial planning, and retirement plan solutions.
Jennifer P
Series 66
Tehachapi, CA
Edward Jones
Thomas O
Series 66
Tehachapi, CA
Edward Jones
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