Daniel Garcia

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 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

• 01/2019 → 01/2024
  Charles Schwab & Co., Inc.
  Austin, TX
• 09/2014 → 01/2019
  Travelex
  Austin, TX
• 05/2024 → 10/2024
  Himelick Financial Group
  Austin, TX
• 05/2024 → 10/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2024 → 05/2024
  Unemployed
  Pflugerville, TX
• 10/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → Present
  Merit Financial Advisors
  Southlake, TX

Other Businesses

1.) Merit Financial Advisors. Investment-Related. At Registered Location. RIA. IAR. 10/2024. Senior Client Manager. 40. 40. Act as the first line of communication for client inquires. Addressing questions, request and issues promptly.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-16
• S63 Uniform Securities Agent State Law Examination
  2019-10-18