Carlos
Garza
Isc Advisors, Inc
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About this Advisor
Carlos Garza is a financial advisor operating out of Plano, Texas with 7 years of relevant experience. Garza works at Isc Advisors, Inc. The advisor has gained experience at Institutional Securities Corp and Isc Advisors, Inc. Garza maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Isc Advisors, Inc is a business operating out of Dallas, TX. The company has offices in 11 locations and a total of 34 employees. It oversees $1 billion in assets under management between its 2,026 accounts, making it one of the larger firms in the United States by assets under management. The firm advises four charitable organizations. Of its 2,026 client accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. Isc Advisors, Inc offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial management fees largely depend on which services the firm provides the client. Fees charged by Isc Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Isc Advisors, Inc Brokerage Details
$1,127,586,220
34
2,026
$556,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carlos Garza Work History
Carlos has been registered as a financial advisor for 7 years.*
Isc Advisors, Inc
Institutional Securities Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carlos Garza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Isc Advisors, Inc
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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