Chali Hachtel, financial advisor Lewisville TX

Chali Hachtel

CRD Number: 5917949
Current Firm: Advice And Planning Services

Chali Hachtel (CRD# 5917949) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC San Leon, TX May 2011 - Current 12
Tiaa San Leon, TX May 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Chali C. Hachtel
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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