Shawn
Best

Tci Wealth Advisors, Inc

CRD#5618834
Investment Advisor
in Tucson, AZ

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About this Advisor

Shawn Best is a certified financial planner who works in Tucson, Arizona who has 1 year of industry experience. Best currently works for Tci Wealth Advisors, Inc. Over the course of their career, Best has held roles at Goldman Sachs, Bmo Harris Bank, Stoker Ostler Wealth Advisers and Tci Wealth Advisors, Inc. Best holds a Series 63 license, which qualifies them as a securities agent, and is registered to advise clients in Arizona. Tci Wealth Advisors, Inc is a firm based in Tucson, AZ. The firm has offices in five locations and a total of 54 advisors. It administers $3 billion in assets between its 9,496 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 9,496 accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Tci Wealth Advisors, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4011 East Sunrise Drive
Tucson, AZ 85718

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Tci Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$3,431,526,695

AZ Average: $1,555,372,352
Total Number of Employees

54

AZ Average: 37
Total Number of Accounts

9,496

AZ Average: 1,370
Average Account Size

$361,365

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Shawn Best Work History

Shawn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tci Wealth Advisors, Inc

2017 - 2022 (5 years)

Goldman Sachs

2014 - 2017 (3 years)

Stoker Ostler Wealth Advisers

2011 - 2014 (3 years)

Bmo Harris Bank

*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 Shawn Best 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

Justin Rodriguez
Scottsdale, AZ
Scott Bennett
Tucson, AZ
Scott Styrmoe
Tucson, AZ
Rachel Mccullough
Scottsdale, AZ
Robert Rynders
Scottsdale, AZ
Shawn Best
Tucson, AZ
Kayla Marjanovic
Tucson, AZ
Lauren Williams
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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