Carlos Valadez
Investment adviser representative at Dmk Advisor Group, Inc.
18 yearsExperience
1 stateRegistered in
$130.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Dmk Advisor Group, Inc.Mar 2026 to now
- Money Concepts Capital Corp,Feb 2022 to Feb 2026
- Cuellar & AssociatesOct 2020 to Jan 2022
- Royal Alliance Associates, Inc.Oct 2020 to Jan 2022
- Victory Capital Advisers, Inc.Jul 2019 to Oct 2020
- Victory Capital Management Inc.Jul 2019 to Oct 2020
- USAA Investment Management CompanyJan 2018 to Jun 2019
- USAA Financial Planning ServicesJan 2009 to Jun 2019
- USAA Financial Advisors, IncJan 2008 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dmk Advisor Group, Inc.
$130.8MAssets managed
515Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5102091
- Firm CRD
- 41067