Alex Garcia

from Agg Asset Management, LLC
SEC regulated
Regulated Investment Advisor
Alex Garcia is a financial advisor based in California, Westlake Village, with 34 years of experience. Alex currently works for Agg Asset Management, LLC. Alex maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Alex Garcia works at Agg Asset Management, LLC
Agg Asset Management, LLC is a financial advisory firm based in Westlake Village, California. It currently has approximately $21,000,000 of assets under management and employs about 2 people. Agg Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
875 S Westlake Boulevard, Suite 218, Westlake Village, California, 91361

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