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Robert Alan Garcia

CORVUS WEALTH ADVISORS LLC·TEMPLETON, California
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredCORVUS 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

CORVUS WEALTH ADVISORS LLC
Dec 2020 – present
GARCIA WEALTH MANAGEMENT GROUP, INC.
Mar 2012 – Mar 2021
TEMPLETON, CA
LPL FINANCIAL LLC
Feb 2003 – Jun 2013
TEMPLETON, CA
WACHOVIA SECURITIES, INC.
Mar 2000 – Feb 2003
SAN LUIS OBISPO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 22, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORVUS WEALTH ADVISORS LLC
CRD 311261 · SEC 801-119912
AUM
$721M
Regulatory assets under management
Employees
12
1,207 client accounts
Services offered by CORVUS WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORVUS WEALTH ADVISORS LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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

Carolyn Jane Herzog
TEMPLETON, CA

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