Inactive

David Lee Garcia

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL

CRD 5582876

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Employer firm

Evensky & Katz/Foldes Wealth Management CRD 109698

$3.21B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Evensky & Katz/Foldes Wealth Management

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2008-08-25
LA	RA	APPROVED	2008-08-13

FL RA
APPROVED

Since 2008-08-25
LA RA
APPROVED

Since 2008-08-13

Branch Locations

4000 Ponce De Leon Boulevard Suite 850, Coral Gables, FL 33146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Evensky & Katz/Foldes Financial	Coral Gables	FL	07/2014	Present

07/2014 → Present

Evensky & Katz/Foldes Financial

Coral Gables, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-08-02

S65 Uniform Investment Adviser Law Examination

2008-08-02

Designations

Certified Financial Planner

View on SEC IAPD

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