Maria R Garza
Investment adviser representative at Portfolio Medics, LLC
27 yearsExperience
1 stateRegistered in
$780.5MFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Portfolio Medics, LLCOct 2024 to now
- Platinum Tax AdvisoryMar 2012 to now
- VariousJan 2009 to now
- Wealth Watch AdvisorsMay 2018 to Jan 2025
- Horter Investment Management, LLCJul 2015 to Sep 2018
- Courtyard CafeMay 1999 to Oct 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Portfolio Medics, LLC
$780.5MAssets managed
2,929Clients
82Advisers
8 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
- 5754484
- Firm CRD
- 145958