Marcos Chavira (CRD# 2680792) is an Investment Advisor Representative working at Taxdude Financial Advisor in Long Beach, CA and has over 28 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marcos Chavira Sole-proprietor Dba Taxdude Financial Advisor | Long Beach, CA | Jun 2019 - Current | 4 |
| Big Ass Fortune Cookie.com | Long Beach, CA | Feb 2015 - Current | 9 |
| Chavira Accounting And Financial Services | Mckinleyville, CA | May 2009 - Current | 14 |
| H.d. Vest Investment Services | Mckinleyville, CA | May 2010 - Nov 2017 | 7 |
| H.d. Vest Advisory Services | Long Beach, CA | May 2010 - Nov 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$118,182
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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