Saul Garcia (CRD# 5225206) is an Investment Advisor Representative working at Gagni Wealth Management LLC in San Antonio, TX and has over 7 years of experience in the finance industry. Saul Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gagni Asset Management | San Antonio, TX | Jan 2018 - Current | 6 |
| Sii | San Antonio, TX | Sep 2016 - Jan 2018 | 1 |
| Unemployed | San Antonio, TX | Aug 2016 - Sep 2016 | < 1 |
| Alamo Insurance And Wealth Management | San Antonio, TX | May 2016 - Jul 2016 | < 1 |
| Unemployed | San Antonio, TX | Jan 2016 - May 2016 | < 1 |
| Mitchell Clark And Company | Brenham, TX | Aug 2015 - Dec 2015 | < 1 |
| Md Jensvold Insurance Company | San Antonio, TX | Oct 2014 - Aug 2015 | < 1 |
| Broadway National Bank | San Antonio, TX | Mar 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- TX
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Total Assets Under Management48MILLIONS
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Total Number of Accounts257ACCOUNTS
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Average Account Value$185,672
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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)
- Other
TX
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