Marco Garza, financial advisor Rio Grande City TX

Marco Garza

CRD Number: 6253231
Current Firm: Pnc Investments

Marco Garza (CRD# 6253231) is an Investment Advisor Representative working at Pnc Investments in Rio Grande City, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Edinburg, TX Aug 2021 - Current 2
Bbva Wealth Solutions Inc. Mission, TX Oct 2019 - Aug 2021 1
Bbva Insurance Agency Inc. Austin, TX Sep 2019 - Aug 2021 1
Compass Bank Birmingham, AL Sep 2019 - Aug 2021 1
Bbva Securities Inc. Mission, TX Sep 2019 - Aug 2021 1
Nylife Securities LLC Edinburg, TX Feb 2014 - Aug 2019 5
New York Life Insurance Company Edinburg, TX Sep 2013 - Aug 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Marco Garza
Phone Number: 800-762-6111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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