Anthony Laurence Garcia

Employer firm

Trinity Legacy Partners, LLC CRD 159179

$521M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2012 → 10/2018
  Trinity Legacy Partners, Llc
  Houston, TX
• 10/2018 → Present
  Trinity Legacy Partners, Llc
  Houston, TX

Previous Registrations

• 2008-11-18 → 2011-12-31
  Select Asset Management, Llc
  Houston, TX

Other Businesses

INDIRECT OWNER OF TRINITY LEGACY ALTERNATIVE STRATEGIES, LLC, A WHOLLY OWNED SUBSIDIARY OF TRINITY LEGACY PARTNERS, LLC. TRINITY LEGACY ALTERNATIVE STRATEGIES, LLC IS THE GENERAL PARTNER OF TRINITY LEGACY DYNAMIC OPTIONS FUND I, LP., INVESTMENT RELATED, APPROXIMATELY 0 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-21

Other Names

• Tony Laurence Garcia