Kayla
Marjanovic
Tci Wealth Advisors, Inc
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About this Advisor
Kayla Marjanovic is a financial advisor based out of Tucson, Arizona with 1 year of industry experience. Marjanovic is an employee of Tci Wealth Advisors, Inc. Over the course of their career, they have held roles at Holloway Wealth Management, Environmental Consulting And Technologies, Vellos Pizza, Emilianos Cafe, Tijuana Flats, Shepherd Wealth & Retirement, Tci Wealth Advisors, Inc, Shepherd Wealth Group, Inc, Retirement Financial Services, Inc and Shepherd Wealth & Retirement, LLC. Marjanovic maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Colorado. Tci Wealth Advisors, Inc is a financial advisory firm based in Tucson, AZ. The investment advisory business has offices in five locations and a total of 54 employees. It has $3 billion in total assets between its 9,496 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 9,496 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which service is offered. However, fee types billed by Tci Wealth Advisors, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tci Wealth Advisors, Inc Brokerage Details
$3,431,526,695
54
9,496
$361,365
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kayla Marjanovic Work History
Kayla has been registered as a financial advisor for 1 years.*
Tci Wealth Advisors, Inc
Shepherd Wealth & Retirement, LLC
Shepherd Wealth & Retirement
Shepherd Wealth Group, Inc
Retirement Financial Services, Inc
Holloway Wealth Management
Holloway Wealth Management
Environmental Consulting And Technologies
Vellos Pizza
Emilianos Cafe
Tijuana Flats
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kayla Marjanovic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tci Wealth Advisors, Inc
Scottsdale, AZ
Tucson, AZ
Tucson, AZ
Scottsdale, AZ
Scottsdale, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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