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Staci Roberts Garcia

THE INVESTMENT COUNSEL COMPANY OF NEVADA·LAS VEGAS, Nevada
Clean recordTHE INVESTMENT COUNSEL COMPANY OF NEVADA
10000 W. CHARLESTON BLVD., LAS VEGAS, NV 89135CRD# 4348357Firm CRD# 19608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Staci Roberts Garcia · LAS VEGAS, NV
Registration
CRD #4348357 · THE INVESTMENT COUNSEL COMPANY OF NEVADA
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Staci Roberts Garcia is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with THE INVESTMENT COUNSEL COMPANY OF NEVADA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
THE INVESTMENT COUNSEL COMPANY OF NEVADA
THE INVESTMENT COUNSEL COMPANY
AUM
$1.6B
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4348357
Firm CRD# 19608
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Staci Roberts Garcia offer?
Staci Roberts Garcia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Staci Roberts Garcia's credentials?
Staci Roberts Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Staci Roberts Garcia located?
Staci Roberts Garcia is based in LAS VEGAS, Nevada, working with THE INVESTMENT COUNSEL COMPANY OF NEVADA. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Staci Roberts Garcia charge for services?
Staci Roberts Garcia's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE INVESTMENT COUNSEL COMPANY OF NEVADA?
THE INVESTMENT COUNSEL COMPANY OF NEVADA has approximately 11 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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