Donald Earl Garcia

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → 01/2025
  Lincoln Financial Advisors Corp.
  Santa Ana, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2000-09-28 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA
  Newport Beach, CA

Other Businesses

1) DONALD GARCIA, 18400 VON KARMAN AVE., SUITE 400, IRVINE, CA 92612 CATEGORY: LIFE SETTLEMENTS INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING LIFE SETTLEMENTS START DATE: 11/10/2012 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) FIXED LIFE PRODUCTS POSITION: Self NATURE: Sale of Fixed Life Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2014 ADDRESS: 4340 Von Karman Ave, Suite 270, Newport Beach CA 92660, United States DESCRIPTION: Fixed Life Sales 3) PEAK ENTERPRISES, LLC., 40 SALT BUSH, IRVINE, CA 92603 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO HOLD REAL ESTATE START DATE: 07/2022 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 4) PEAK ENTERPRISES, LLC., 4340 VON KARMAN AVE., SUITE 270, NEWPORT BEACH, CA 92660 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LLC WAS CREATED TO HOLD REAL ESTATE START DATE: 07/2022 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 5) DONALD GARCIA/PINNACLE CONSULTING GROUP POSITION: Agent NATURE: Equity Indexed Annuities and Brokerage through Crump INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2009 ADDRESS: 4340 Von Karman Ave., Suite 270, Newport Beach CA 92660, United States DESCRIPTION: Offer Equity Indexed Annuities, term life, UL and LTC through Crump

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-01
• S63 Uniform Securities Agent State Law Examination
  1988-06-23