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Robert Alan Garcia

CORVUS WEALTH ADVISORS LLC·TEMPLETON, California
Clean recordCORVUS WEALTH ADVISORS LLC
615 S. MAIN STREET, TEMPLETON, CA 93465CRD# 2825274Firm CRD# 311261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Alan Garcia · TEMPLETON, CA
Registration
CRD #2825274 · CORVUS WEALTH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Alan Garcia is a registered financial advisor based in TEMPLETON, California, affiliated with CORVUS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CORVUS WEALTH ADVISORS LLC
CORVUS WEALTH ADVISORS LLC
AUM
$721M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CORVUS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2825274
Firm CRD# 311261
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Alan Garcia offer?
Robert Alan Garcia specializes in Financial Planning, Investment Management. Contact their office in TEMPLETON, California for a consultation.
What are Robert Alan Garcia's credentials?
Robert Alan Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Garcia located?
Robert Alan Garcia is based in TEMPLETON, California, working with CORVUS WEALTH ADVISORS LLC. Their office serves clients in the TEMPLETON metropolitan area and surrounding communities.
How does Robert Alan Garcia charge for services?
Robert Alan Garcia's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORVUS WEALTH ADVISORS LLC?
CORVUS WEALTH ADVISORS LLC has approximately 12 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORVUS WEALTH ADVISORS LLC

Deborah Donnelly
TEMPLETON, CA
Carolyn Jane Herzog
TEMPLETON, CA
Giselle Nmn Crout
TEMPLETON, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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