Best Investors
Account
Sign in
Best Investors
Account
Sign in
615 S. Main Street Suite A, Templeton, CA 93465 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
| CA | RA | APPROVED | 2020-12-15 |
Branch Locations
615 S. Main Street Suite A, Templeton, CA 93465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Templeton | CA | 02/2003 | 03/2017 |
| Garcia Wealth Management Group | Templeton | CA | 01/2012 | 03/2021 |
| Corvus Wealth Advisors Llc | Templeton | CA | 01/2021 | Present |
| Evolve Retirement Plan Solutions, Llc | Templeton | CA | 01/2019 | Present |
1. 09/11/2012 - REAL ESTATE RENTAL - Commercial office and a 4 UNIT COMMERCIAL OFFICE BUILDING. NO RENTERS ARE CLIENTS. - TEMPLETON, CA. Vacation rental, Avila Beach CA. 2. Robert Garcia is a Board Member with the Cuesta College Foundation and the Community Foundation of San Luis Obispo County. His responsibilities include serving as a member of the board to steer the foundations towards a sustainable future by adopting and monitoring sound, ethical and legal policies, as well as by making sure the foundation has adequate resources to advance its mission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-03 |
Reach out to this advisor