Edwin Hernan Garcia

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 05/2018 → 05/2020
  Bbtis
  Dallas, TX
• 03/2015 → 05/2018
  Bb&T
  Arlington, TX
• 05/2020 → Present
  Bb&T Securities
  Dallas, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dallas, TX

Other Businesses

RELUCIENTE DE RIO GRANDE LLC POSITION: Member & Manager NATURE: Music Band INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2024 ADDRESS: Kaufman TX, United States DESCRIPTION: Member and Manager, 50% owner of the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-12
• S63 Uniform Securities Agent State Law Examination
  2024-01-13

Other Names

• Edwin H Garcia
• Edwin Garcia