MG
MG

Manuel Eugenio Garza

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
322 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$533.1M

Fee Structure

Minimum Investment:$250K
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Location

2019 E. Del Mar Blvd., Suite 100, Laredo, TX, 78041

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Manuel is an insurance agent selling fixed life and annuities and is compensated via insurance commissions. He is also a managing member of Deutsch & Garza LTD DBA Cresta Advisors, devoting full-time hours to providing fee-based financial advisory services. Additionally, he spends minimal time at Texas A&M International University's A.R. Sanchez, Jr. School of Business without compensation.

Employment History
Current Registrations
Cresta Advisors
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Argentus Advisors, LLC
September 2011 - January 2014 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - September 2011 · 5 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.