Maria Garza, financial advisor Belton TX

Maria Garza

CRD Number: 5754484
Current Firm: Wealth Watch Advisors, Inc.

Maria Garza (CRD# 5754484) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in Belton, TX and has over 8 years of experience in the finance industry.

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Primerica Advisors
Company Name Location Dates Years
Wealth Watch Advisors Englewood, CO Sep 2018 - Current 5
Platinum Tax Advisory San Antonio, TX Sep 2013 - Current 10
Self Employed San Antonio, TX Jan 2009 - Current 15
Courtyard Cafe San Antonio, TX May 1999 - Current 24
Horter Investment Management, LLC Cincinnati, OH Jul 2015 - Sep 2018 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Maria R. Garza
Phone Number: 855-822-3708
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    348
    MILLIONS
  • Total Number of Accounts
    3,061
    ACCOUNTS
  • Average Account Value
    $113,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KY, MI, MN, MS, NC, NJ, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

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