Saul Garcia, financial advisor San Antonio TX

Saul Garcia

CRD Number: 5225206
Current Firm: Gagni Asset Management LLC

Saul Garcia (CRD# 5225206) is an Investment Advisor Representative working at Gagni Asset Management LLC in San Antonio, TX and has over 5 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.

Similar Advisors
Marcel Winger, financial advisor San Antonio TX
Marcel Winger
CRD# 6088570
Mutual Wealth LLC
Similar Advisors
Bryan Abbott, financial advisor San Antonio TX
Bryan E. Abbott
CRD# 2511275
S.b. Value Partners, LP
Similar Advisors
Tareq Abdalla, financial advisor San Antonio TX
Tareq Abdalla
CRD# 2996598
Wells Fargo Clearing Services, LLC
Professional Designations
Company Name Location Dates Years
Gagni Asset Management San Antonio, TX Jan 2018 - Current 4
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
Farm Bureau Bank San Antonio, TX Apr 2009 - Mar 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
Contact Info for Saul A. Garcia
Phone Number: 361-563-9217
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.