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Carlos Javier Garza

ISC Advisors, Inc.

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About Carlos Javier Garza

Carlos Javier Garza is a financial advisor with over 30 years of experience in the financial services industry. Carlos has a strong background in securities and investment advisory services, and is registered as a registered representative with ISC Advisors, Inc. Carlos is also registered as an investment advisor representative in the state of Texas. Carlos's specializations include providing financial planning, pension consulting, and portfolio management for individuals and businesses. Carlos is committed to helping clients achieve their financial goals.

Firm Information

Carlos Garza is currently registered with ISC Advisors, Inc.. ISC Advisors, Inc. is a registered investment advisor headquartered in Dallas, Texas. They provide financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. ISC Advisors, Inc. manages over $1.28 billion in assets for approximately 2,000 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
ISC Advisors, Inc.

3500 OAK LAWN AVE

DALLAS, TX 75219

$1.28B

Assets Under Management

11

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carlos Garza’s Registration & Firm History

TX

11/21/2016 - Present

ISC Advisors, Inc. (Plano TX)

TX

02/05/1999 - 07/21/2000

AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

03/24/1988 - 07/21/2000

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 11/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Javier Garza.
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