Dolores Garza, financial advisor Southlake TX

Dolores Garza

CRD Number: 7055382
Current Firm: Charles Schwab & Company, Inc.

Dolores Garza (CRD# 7055382) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Southlake, TX Jul 2020 - Current 2
Southside Bank Fort Worth, TX Feb 2020 - Current 2
Raymond James Financial Services, Inc. Fort Worth, TX Jan 2020 - Current 2
Southside Bank Fort Worth, TX Jan 2020 - Jul 2020 < 1
Edward Jones Fort Worth, TX Jan 2019 - Dec 2019 < 1
Flowco Production Cleburne, TX Aug 2017 - Jan 2019 1
Blackburn Group Fort Worth, TX Jul 2015 - Jan 2019 3
Chesapeake Energy Fort Worth, TX Sep 2010 - Jun 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Dolores Garza
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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