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Detailed Report
Juan J Garcia Jr.
Juan J Garcia
CRD#: 7082690
IA
Investment Adviser
HBC FINANCIAL GROUP, LLCCRD#: 328435 155 Valley Street NW
ABINGDON, VA 24210-2800
Registration History
20192020202120222023202420252026IAHBC FINANCIAL GROUP, LLC (CRD# 328435)2023 - Present (1 year)IACONCORD WEALTH PARTNERS (CRD# 118643)2019 - 2023 (4 years)
License(s)

State Registrations

IA
Virginia 11/9/2023
Current Registration(s)
IA
HBC FINANCIAL GROUP, LLC (CRD#:328435)
155 Valley Street NW, ABINGDON, VA 24210-2800
Registered with this firm since 11/9/2023
Previous Registration(s)
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 03/14/2019 - 10/09/2023 CONCORD WEALTH PARTNERS (CRD#:118643) ABINGDON, VA
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.