Mark
Garza
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Mark Garza is a financial advisor based in McAllen, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Mark has previously held positions at Bankers Life, Nylife Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Bbva Securities Inc, Bbva Bank, New York Life, Edward Jones, Ups, Bbva Wealth Solutions Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, and Bank Of America, N.A. Mark has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Mark is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of McAllen, Texas. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Mark Garza Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Bbva Securities Inc
Bbva Bank
Bbva Wealth Solutions Inc
Nylife Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
New York Life
Edward Jones
Ups
Bankers Life
Disclosures
Please visit the SEC profile of Mark 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 Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
Wayzata, MN
Forest Hills, NY
Palm Desert, CA
Chandler, AZ
Birmingham, AL
Blue Bell, PA
Florham Park, NJ
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