Alexis GarzaCRD Number: 6960313
Current Firm: Charles Schwab & Company, Inc.
Alexis Garza (CRD# 6960313) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 3 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Charles Schwab & Company, Inc.||San Antonio, TX||Sep 2021 - Current||1|
|Charles Schwab Bank, Ssb||San Antonio, TX||Sep 2021 - Current||1|
|Td Ameritrade||San Antonio, TX||Aug 2018 - Sep 2021||3|
|University Of Texas As Austin||Austin, TX||Aug 2015 - May 2019||3|
|Victory Tutorial Program||Austin, TX||Sep 2016 - Sep 2018||2|
|Td Ameritrade||Southlake, TX||May 2018 - Aug 2018||< 1|
|Leadership And Ethics Institute Ut||Austin, TX||Jun 2017 - Aug 2018||1|
|Ut Austin Health Services||Austin, TX||Aug 2016 - May 2017||< 1|
|Pro-rehab Chiropractic||Harlingen, TX||May 2015 - Aug 2015||< 1|
|Stefano's Brooklyn Pizza||Harlingen, TX||Jun 2014 - Aug 2015||1|
|Harlingen High School||Harlingen, TX||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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