Kathleen ChiancaCRD Number: 4576751
Current Firm: Tfc Financial Management Inc.
Kathleen Chianca (CRD# 4576751) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry. Kathleen Chianca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Tfc Financial Management, Inc.||Boston, MA||Jun 1995 - Current||22|
Total Assets Under Management788MILLIONS
Total Number of Accounts946ACCOUNTS
Average Account Value$832,862
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, MA, ME, NH, NY, TX