Chad
Tacia
Transamerica Financial Advisors, Inc
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About this Advisor
Chad Tacia is a financial advisor based in San Antonio, Texas, working with Transamerica Financial Advisors, Inc. Chad has previously held positions at Silvercrown Landscaping Materials, Remax Professionals, Douglas County Schools, World Financial Group, Inc, Transamerica Financial Advisors, Inc, and Chad Tacia Consulting LLC. Chad has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Chad is part of Transamerica Financial Advisors, Inc, which operates out of San Antonio, Texas. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chad Tacia Work History
Chad Tacia Consulting LLC
World Financial Group, Inc
Transamerica Financial Advisors, Inc
Silvercrown Landscaping Materials
Douglas County Schools
Remax Professionals
Disclosures
Please visit the SEC profile of Chad Tacia 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 Transamerica Financial Advisors, Inc
West Covina, CA
Concord, CA
Cedar Rapids, IA
Portland, OR
Port Jefferson Station, NY
Dayton, OH
Falls Church, VA
Ontario, CA
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.
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