Baldemar Garza
Baldemar Garza is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 3 years of industry experience. Baldemar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
2919 Allen Parkway, 9th FLOOR - RETIREMENT EDUCATION CENTER, Houston, TX, 77019
Get directionsHistory
Regulatory History (1)
Financial
March 2023Other Business ActivitiesSells Insurance
Baldemar is a photographer as a hobby, owns rental property, and is an agent for AGIA selling non-securities insurance products. He dedicates minimal time to photography and rental property, and a few hours per week to selling insurance.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations51 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.