Plano, TX
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Carlos owns a condo in Boardwalk Beach Resort Florida, used as a vacation/investment property, dedicating minimal time to it. He is also a Managing Member of Garza Financial Group, LLC, dedicating minimal time to this business as well.