Levi David Garza
Professional Summary
Levi David Garza, who also goes by Levi David Garza, Levi Garza, is a registered financial advisor currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas. Levi is registered as a RR (Registered Representative) and started their career in finance in 2021. Levi has worked at 3 firms and has passed the Series 66, Series 63, Series 57TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Levi David Garza, Levi Garza
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING
Contact Information
Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201Phone Number
(888) 510-4660Established
Delaware since 10/08/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Levi David Garza's CRS (Customer Relationship Summary).
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