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JG

Javier A. Garcia

RETIREMENT RESOURCES WEALTH MANAGEMENT, LP
El Paso, TX 79912
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CRD#: 7430581
JG

Professional summary


Javier A Garcia is a registered financial advisor currently at RETIREMENT RESOURCES WEALTH MANAGEMENT, LP located in El Paso, Texas.

Javier is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Javier has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Javier A 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®
None

Experience


Current

January 14, 2022 - Present

RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

Office #1: 7362 Remcon Cir, El Paso, TX 79912
RIA
CRD#: 142428
El Paso, TX

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
Texas
(1/14/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/14/2022
Uniform Investment Adviser Law Examination

Current Firm


RR
RETIREMENT RESOURCES WEALTH MANAGEMENT, LP
RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

CRD#: 142428 / SEC#:

Texas
Registered Investment Advisory firm - (1/13/2011 Approved)
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Contact information


Main Address
7362 Remcon Cir, El Paso, TX 79912-1623
Mailing Address
2300 George Dieter, El Paso, TX 79936
Phone number
(915) 225-6772
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts125
AUM (Assets Under Management)$ 45,000,000

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.

Company Information


RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

CRD#: 142428El Paso, TX 79912

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