Misty
Garza
Bogart Wealth, LLC
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About this Advisor
Misty Garza is a certified financial planner who works out of Sugar Land, Texas with a total of 1 year of industry experience. Garza is an employee of Bogart Wealth, LLC. Garza has gained experience at Selah Financial Services and Bogart Wealth. Garza maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Bogart Wealth, LLC is a registered investment firm that has its headquarters in Mc Lean, VA. The investment advisory business has offices in three locations and a total of 28 employees. It controls $2 billion in total assets between its 6,056 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 6,056 customer accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets. Bogart Wealth, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Bogart Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bogart Wealth, LLC Brokerage Details
$2,282,219,691
28
6,056
$376,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Misty Garza Work History
Misty has been registered as a financial advisor for 1 years.*
Bogart Wealth
Selah Financial Services
*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 Misty 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 Bogart Wealth, LLC
Houston, TX
Mc Lean, VA
Sugar Land, TX
Mc Lean, VA
Mclean, VA
Mc Lean, VA
Mc Lean, VA
Vienna, VA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.