EC
EC

Eugenio Garcia Canales

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,285 clients
Average Client Portfolio
$958K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056

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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

Eugenio founded Be Better Brand in Mexico in 2023, selling a deck of cards to improve children's mental health, dedicating a few hours per week. He is also a sales agent for Alterna Insurance Services, Inc., selling fixed life insurance and spending minimal time on this activity.

Employment History
Current Registrations
Alterna Securities, INC.Broker
May 2024 - Present · 1 yr 9 mos
Alterna Wealth Management, INC.
May 2024 - Present · 1 yr 9 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eugenio Garcia Canales - Financial Advisor | TrueAdvisor