Alfredo Garza
Alfredo Garza is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Antonio, TX, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1507 Goliad Road, San Antonio, TX, 78223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfredo works as a financial advisor/employee for Security Service FCU and Security Service Investment Group since 2015, dedicating about half of his time to each. The former is investment-related, while the latter is a support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations20 states
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