Investment adviser representative · Halbert Hargrove
Samantha J. Garcia
CRD 6325828 · Long Beach, CA
At a glance
Samantha J. Garcia is an investment adviser representative with Halbert Hargrove in Long Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samantha’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Halbert HargroveSince November 2018Long Beach, CA · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Samantha’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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