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.
Credentials
Series 63, Series 66
Experience Industry experience
12 years
Location
Rio Grande City, TX 78582
PNC Wealth Management
Enterprise
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
Rio Grande City, TX
100 North Britton Avenue
Rio Grande City TX 78582
Advisors at this office
1
Texas
12 years of industry experience
PNC investments
2021 - Present • 5 years
Edinburg, TX
BBVA Wealth Solutions Inc.
2019 - 2021 • 2 years
Mission, TX
Compass Bank
2019 - 2021 • 2 years
Birmingham, AL
BBVA Securities Inc
2019 - 2021 • 2 years
Mission, TX
BBVA Insurance Agency Inc
2019 - 2021 • 2 years
Austin, TX
NYLife Securities Llc
2014 - 2019 • 5 years
Edinburg, TX
NEW YORK LIFE iNSURANCE COMPANY
2013 - 2019 • 6 years
Edinburg, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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