Manuel Garza, financial advisor Laredo TX

Manuel Garza

CRD Number: 5028039
Current Firm: Cresta Advisors

Manuel Garza (CRD# 5028039) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 18 years of experience in the finance industry.

Similar Advisors
Harry Beltran, financial advisor Laredo TX
Harry W. Beltran
CRD# 2693506
Lincoln Financial Securities Corporation
Similar Advisors
Gilberto Bermea, financial advisor Laredo TX
Gilberto R. Bermea
CRD# 6949848
Commonwealth Financial Network
Similar Advisors
Gerardo Castellanos, financial advisor Laredo TX
Gerardo Castellanos
CRD# 6055933
Primerica Advisors
Company Name Location Dates Years
Deutsch & Garza Ltd Dba/cresta Advisors Laredo, TX Nov 2013 - Current 10
Fintegra, LLC Laredo, TX Jan 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Manuel E. Garza
Phone Number: 956-267-8130
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    418
    MILLIONS
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $787,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from Manuel Garza and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.