Unclaimed Profile

James Arthur Garcia

GHP INVESTMENT ADVISORS INC·DENVER, Colorado

Series 65Clean record11 years registeredGHP INVESTMENT ADVISORS INC

1290 BROADWAY, SUITE 1100, DENVER, CO 80203CRD# 6482883Firm CRD# 107563

Profile Verification

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

Identity

James Arthur Garcia · DENVER, CO

Registration

CRD #6482883 · GHP INVESTMENT ADVISORS INC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GHP INVESTMENT ADVISORS INC

GHP INVESTMENT ADVISORS INC

Jan 2021 – May 2023

DENVER, CO

ISRAEL INVESTMENT ADVISORS, LLC

Jan 2021 – May 2023

DENVER, CO

GHP INVESTMENT ADVISORS INC

Jun 2015 – Dec 2020

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GHP INVESTMENT ADVISORS INC

CRD 107563 · SEC 801-49990

AUM

$2.4B

Regulatory assets under management

Employees

4,024 client accounts

Services offered by GHP INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GHP INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does James Arthur Garcia offer?

James Arthur Garcia specializes in Financial Planning, Investment Management, Retirement Planning.

What are James Arthur Garcia's credentials?

James Arthur Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Arthur Garcia located?

James Arthur Garcia is based in DENVER, Colorado, last registered with GHP INVESTMENT ADVISORS INC.

How does James Arthur Garcia charge for services?

James Arthur Garcia's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GHP INVESTMENT ADVISORS INC?

GHP INVESTMENT ADVISORS INC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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