Baldemar Garza

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → 04/2023
  Valic Financial Advisors
  Houston, TX
• 06/2019 → 04/2022
  Bok Financial
  Tulsa, OK
• 07/2012 → 05/2019
  Jimmy John Enterprise
  Stillwater, OK
• 04/2022 → 04/2023
  Agia
  Houston, TX
• 04/2023 → 11/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
• 04/2023 → 11/2024
  Bank Of America N.A
  The Woodlands, TX
• 11/2024 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 11/2024 → Present
  Agia
  Houston, TX

Previous Registrations

• 2023-05-11 → 2024-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
• 2022-08-25 → 2023-04-26
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX

Other Businesses

BALDY'S PHOTO POSITION: Owner/Operator NATURE: Photography as a Hobby that might bring in secondary income someday. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2025 ADDRESS: 2625 Harmony Park Xing 1234, Spring TX 77386, United States DESCRIPTION: photographer HOME RENTAL POSITION: home owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2025 ADDRESS: 2335 Village Leaf Drive, Spring TX 77386, United States DESCRIPTION: homeowner & property manager AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/25/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: appointed as agent to sell Non-Securities Insurance products for AGIA HOUSTON HOTTIES POSITION: Founder NATURE: A run team that competes in running challenges for no profit. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2025 ADDRESS: 2625 Harmony Park Xing 1234, Spring TX 77386, United States DESCRIPTION: I am the founder and the captain of the team. I collect funds to pay for our gear.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-25

Other Names

• Baldy Garza