Advisor at Allstate Financial Advisors, LLC
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.
Firm
Allstate Financial Advisors, LLC
Location
Poway, CA 92064-8868
Credentials
CFP®, Series 63
Industry experience
38 years
Thomas Garcia is a CFP® with 38 years of industry experience, currently serving as an advisor at Allstate Financial Advisors, LLC since 2013. He has been associated with Allstate Financial Services LLC and Allstate Insurance Co since 2001. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities through its Investment Advisory Representatives. The firm primarily offers retail managed-account programs by recommending participation in the Fidelity Managed Account Xchange (FMAX) wrap platform and manages client assets on a non-discretionary basis, focusing on selecting, recommending, and monitoring third-party managers and model portfolios.
$0 - $250,000: 0.50% to 1.50% annually $250,000 - $500,000: 0.50% to 1.35% annually $500,000 - $1,000,000: 0.50% to 1.25% annually $1,000,000 - $2,000,000: 0.50% to 1.15% annually $2,000,000 - $5,000,000: 0.50% to 1.00% annually $5,000,000+: 0.50% to 0.80% annually
Advisory Representatives receive commissions for sale of securities and other investment products; commission fees vary.
Account minimum: $50,000 Minimum fee: Minimum fee of 0.50% annually across all tiers
12700 Stowe Dr Ste 220
Poway, CA 92064-8868
California
Allstate Financial Advisors LLC
2013 - Present (13 years)
Allstate Financial Services LLC
2001 - Present (25 years)
Allstate Insurance Co
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 65
Poway, CA
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CSJ Wealth Management, LLC
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Leedom Asset Management, Inc.
Series 65
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Engineering Financial Independence, Inc.
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