Chad
Tacia

Transamerica Financial Advisors, Inc

CRD#5144699
Investment Advisor
in San Antonio, TX

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About this Advisor

Chad Tacia is a financial advisor based in San Antonio, Texas with 7 years of relevant experience. Tacia is an advisor for Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Remax Professionals, Douglas County Schools, Silvercrown Landscaping Materials, World Financial Group, Inc, Transamerica Financial Advisors, Inc and Chad Tacia Consulting LLC. Tacia has Series 66, Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Texas. Transamerica Financial Advisors, Inc is a firm operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in total assets between its 59,659 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on which service is provided. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

4242 Woodcock Drive #204
San Antonio, TX 78228

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

TX Average: $1,855,561,029
Total Number of Employees

1,235

TX Average: 62
Total Number of Accounts

59,659

TX Average: 2,474
Average Account Size

$30,430

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Chad Tacia Work History

Chad has been registered as a financial advisor for 7 years.*

2020 - Present (4 years)

Chad Tacia Consulting LLC

2015 - Present (9 years)

World Financial Group, Inc

2015 - Present (9 years)

Transamerica Financial Advisors, Inc

2014 - 2014 (< 1 year)

Douglas County Schools

2014 - 2016 (2 years)

Silvercrown Landscaping Materials

2013 - 2014 (1 year)

Remax Professionals

*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 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

Weihua Wu
Irvine, CA
Tarl Reynoso
Orem, UT
Edward Peterson
Plano, TX
Michael Burns
Braintree, MA
Qi Dong
Plano, TX
Karen Ahn
Draper, UT
Chad Tacia
San Antonio, TX
David Winn
Bridgeport, MI

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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