Carlos Valadez
Carlos Valadez is a registered investment advisor at Dmk Advisor Group, INC., based in San Antonio, TX, with 17 years of industry experience. Carlos is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 515 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMK Advisor Group charges management fees based on a percentage of the value of your portfolio, though the exact fee schedule is determined on an individual client basis. Fees are negotiable except for direct participation and variable annuities. Management fees are typically billed quarterly in advance for discretionary accounts or quarterly in arrears for non-discretionary accounts.
Location
San Antonio, TX
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2026Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Dmk Advisor Group, INC.
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Royal Alliance Associates, INC.Broker
Victory Capital Services, INC.Broker
Victory Capital Management INC.
Victory Capital Advisers, INC.Broker
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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