Manuel
Garcia
World Investment Advisors, LLC
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About this Advisor
Manuel Garcia is a financial advisor based in Austin, Texas, working with World Investment Advisors, LLC. Manuel has previously worked at American General Life Insurance, Aig Capital Services, Inc, Crossmark Global Investments, Inc, Crossmark Distributors, Inc, Pruco Securities LLC, The Prudential Insurance Company Of America, Skyline Wealth Management, LLC, Skyline Wealth Strategies, LLC, Pensionmark Financial Group, LLC, and Pensionmark Securities, LLC. Manuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Manuel is part of World Investment Advisors, LLC, which operates out of Austin, Texas. The firm has 73 offices and 413 employees. The firm manages assets totaling $56.3 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at World Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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World Investment Advisors, LLC Brokerage Details
$56,284,395,644
413
25,897
$2,173,394
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Manuel Garcia Work History
Pensionmark Financial Group, LLC
Skyline Wealth Management, LLC
Skyline Wealth Strategies, LLC
Pensionmark Securities, LLC
Pruco Securities LLC
The Prudential Insurance Company Of America
Crossmark Global Investments, Inc
Crossmark Distributors, Inc
American General Life Insurance
Aig Capital Services, Inc
Disclosures
Please visit the SEC profile of Manuel Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at World Investment Advisors, LLC
Santa Barbara, CA
Rogers, AR
New York, NY
Santa Barbara, CA
Glendale, AZ
Lakewood Ranch, FL
Roanoke, VA
Syracuse, NY
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