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Michael Patrick Garcia

VIAQUEST ADVISORS LLC·HOUSTON, Texas
Clean recordVIAQUEST ADVISORS LLC
17225 EL CAMINO REAL, HOUSTON, TX 77058CRD# 2729630Firm CRD# 333842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Patrick Garcia · HOUSTON, TX
Registration
CRD #2729630 · VIAQUEST ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Patrick Garcia is a registered financial advisor based in HOUSTON, Texas, affiliated with VIAQUEST ADVISORS LLC. 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
Introduction

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03

Firm Overview

Firm
VIAQUEST ADVISORS LLC
VIAQUEST ADVISORS LLC
AUM
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2729630
Firm CRD# 333842
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Patrick Garcia offer?
Michael Patrick Garcia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Michael Patrick Garcia's credentials?
Michael Patrick Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Patrick Garcia located?
Michael Patrick Garcia is based in HOUSTON, Texas, working with VIAQUEST ADVISORS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Michael Patrick Garcia charge for services?
Michael Patrick 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 VIAQUEST ADVISORS LLC?
VIAQUEST ADVISORS LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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