Arthur C. Garcia

ATLAS FINANCIAL

OROVILLE, CA 95965

CRD#: 4865182

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Professional summary

Arthur Cole Garcia, CFP®, who also goes by A Cole Garcia, Cole Garcia, is a registered financial advisor currently at ATLAS FINANCIAL LLC located in Oroville, California and QUANTUM WEALTH ADVISORS LLC located in Oroville, California.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Arthur has worked at 8 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

A Cole Garcia | Cole Garcia

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur Cole Garcia's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

February 18, 2025 - Present

ATLAS FINANCIAL LLC

Office #1: 1453 Downer Street Suite A, Oroville, CA 95965

RIA

CRD#: 334246

OROVILLE, CA

Current

September 5, 2025 - Present

QUANTUM WEALTH ADVISORS LLC

RIA

CRD#: 336823

OROVILLE, CA

Past

March 26, 2012 - June 30, 2026

ATLAS FINANCIAL ADVISORS, INC.

RIA

CRD#: 160276

OROVILLE, CA

Past

January 22, 2010 - March 30, 2012

PACIFIC FINANCIAL STRATEGIES, INC

RIA

CRD#: 151434

THOUSAND OAKS, CA

Past

March 31, 2008 - February 19, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

MARYSVILLE, CA

Past

March 31, 2008 - February 19, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

MARYSVILLE, CA

Past

February 17, 2006 - March 31, 2008

OSAIC FS, INC.

RIA

CRD#: 3870

OROVILLE, CA

Past

July 12, 2005 - March 31, 2008

OSAIC FS, INC.

CRD#: 3870

OROVILLE, CA

Past

November 19, 2004 - July 15, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 19, 2004 - July 15, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/5/2025)

IAR

California
(2/18/2025)

IAR

Florida
(9/15/2025)

IAR

Idaho
(2/2/2026)

IAR

Louisiana
(9/15/2025)

IAR

Michigan
(9/16/2025)

IAR

New York
(9/16/2025)

IAR

Pennsylvania
(10/1/2025)

IAR

Texas
(11/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/18/2004

General Securities Representative Examination

Current Firm

ATLAS FINANCIAL LLC

ATLAS FINANCIAL LLC | ATLAS FINANCIAL, LLC

CRD#: 334246 / SEC#:

California

Registered Investment Advisory firm - (2/18/2025 Approved)

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Contact information

Main Address

1453 Downer Street Suite A, Oroville, CA 95965

Mailing Address

Phone number

(530) 589-2515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	413
AUM (Assets Under Management)	$ 43,485,266

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Arthur C. Garcia

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur Cole Garcia's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS FINANCIAL LLC

QUANTUM WEALTH ADVISORS LLC

ATLAS FINANCIAL ADVISORS, INC.

PACIFIC FINANCIAL STRATEGIES, INC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

OSAIC FS, INC.

OSAIC FS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2004

Series 7

Date: 11/18/2004

Current Firm

ATLAS FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATLAS FINANCIAL LLC

TRUST BUT VERIFY

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