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SAMANTHA JOANN GARCIA
SAMANTHA JOANN LOWERY
CRD#: 6325828
IA
Investment Adviser
HALBERT HARGROVECRD#: 105515 111 WEST OCEAN BLVD.
23RD FLOOR
LONG BEACH, CA 90801
Registration History
2014201520162017201820192020202120222023202420252026IAHALBERT HARGROVE (CRD# 105515)2018 - Present (6 years)IAASSET PLANNING, INC (CRD# 111535)2014 - 2018 (4 years)
License(s)

State Registrations

IA
California 11/15/2018

IA
Texas 5/7/2024

Current Registration(s)
IA
HALBERT HARGROVE (CRD#:105515)
111 WEST OCEAN BLVD. 23RD FLOOR, LONG BEACH, CA 90801
Registered with this firm since 11/15/2018

Previous Registration(s)
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IA
07/10/2014 - 11/16/2018 ASSET PLANNING, INC (CRD#:111535) CYPRESS, CA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.