Unclaimed Profile

Peggy Jolen Garcia

AMPLIFY FINANCIAL, LLC·SCOTTSDALE, Arizona

Clean recordAMPLIFY FINANCIAL, LLC

8605 EAST RAINTREE DRIVE, SCOTTSDALE, AZ 85260CRD# 5041087Firm CRD# 325721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peggy Jolen Garcia · SCOTTSDALE, AZ

Registration

CRD #5041087 · AMPLIFY FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

AMPLIFY FINANCIAL, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMPLIFY FINANCIAL, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5041087

Firm CRD# 325721

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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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