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Peggy Jolen Garcia

AMPLIFY FINANCIAL, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
8605 EAST RAINTREE DRIVE, SCOTTSDALE, AZ 85260CRD# 5041087Firm CRD# 325721
01

About

Peggy Jolen Garcia is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with AMPLIFY FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
AMPLIFY FINANCIAL, LLC
AMPLIFY FINANCIAL, LLC
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at AMPLIFY FINANCIAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5041087
Firm CRD# 325721
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peggy Jolen Garcia offer?
Peggy Jolen Garcia specializes in Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Peggy Jolen Garcia's credentials?
Peggy Jolen Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peggy Jolen Garcia located?
Peggy Jolen Garcia is based in SCOTTSDALE, Arizona, working with AMPLIFY FINANCIAL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Peggy Jolen Garcia charge for services?
Peggy Jolen Garcia's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMPLIFY FINANCIAL, LLC?
AMPLIFY FINANCIAL, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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David Blane Daughtrey — COPPERWYND FINANCIAL, LLCLynda Krantz Elley — COPPERWYND FINANCIAL, LLCErick Scot Newton — COPPERWYND FINANCIAL, LLCSteven Thomas Nelson — CAPITAL INSIGHT PARTNERS, LLCRobert Duane Mitchell — GIBSON PRIVATE WEALTH, LLC
Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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