Chad
Tacia
Transamerica Financial Advisors, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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.*
Chad Tacia Consulting LLC
World Financial Group, Inc
Transamerica Financial Advisors, Inc
Douglas County Schools
Silvercrown Landscaping Materials
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
Orem, UT
Fort Myers, FL
Plano, TX
Draper, UT
Pasadena, CA
Bellevue, WA
San Antonio, TX
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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