Advisor at PNC Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Rio Grande City, TX 78582
Credentials
Series 63, Series 66
Industry experience
12 years
Marco Garza is a financial advisor with PNC Wealth Management based in Rio Grande City, TX, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His previous roles include positions at BBVA Wealth Solutions, Compass Bank, BBVA Securities, BBVA Insurance Agency, and New York Life Insurance Company. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and delegates portfolio management to approved strategists and third parties.
Based on PNC Wealth Management
0.85% annually
Account minimum: $5,000
100 North Britton Avenue
Rio Grande City, TX 78582
Texas
PNC investments
2021 - Present (5 years)
BBVA Wealth Solutions Inc.
2019 - 2021 (2 years)
Compass Bank
2019 - 2021 (2 years)
BBVA Securities Inc
2019 - 2021 (2 years)
BBVA Insurance Agency Inc
2019 - 2021 (2 years)
NYLife Securities Llc
2014 - 2019 (5 years)
NEW YORK LIFE iNSURANCE COMPANY
2013 - 2019 (6 years)
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Real estate agent
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