Constance
Chan

Tci Wealth Advisors, Inc

CRD#7765290
Investment Advisor
in Reno, NV

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Constance Chan is a financial advisor based in Reno, Nevada, working with Tci Wealth Advisors, Inc. Constance has previously held positions as a student, at Tci Wealth Advisors, Inc, and at China Jade Horse Restaurant. Constance has passed the Series 65 regulatory exam and is registered to provide services in Nevada. Currently, Constance is part of Tci Wealth Advisors, Inc, which operates out of Reno, Nevada. The firm has 5 offices and 53 employees. The firm manages assets totaling $4.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Tci Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

4757 Caughlin Parkway Suite B
Reno, NV 89519

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tci Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$4,091,666,732

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

53

NV Average: 37
Total Number of Accounts

10,252

NV Average: 1,370
Average Account Size

$399,109

NV 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

Constance Chan Work History

2022 - Present (2 years)

Tci Wealth Advisors, Inc

2022 - Present (2 years)

Tci Wealth Advisors, Inc

2016 - Present (8 years)

China Jade Horse Restaurant

2018 - 2022 (4 years)

Student

2013 - 2018 (5 years)

Student

Disclosures

Please visit the SEC profile of Constance Chan 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

Troy Chrane
Tucson, AZ
Lauren Williams
Tucson, AZ
Kayla Marjanovic
Tucson, AZ
Justin Rodriguez
Scottsdale, AZ
Thomas Logan
Tucson, AZ
Constance Chan
Reno, NV
Jennifer Means
Reno, NV
Lily Styrmoe
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started