Dah-chin Chi (CRD# 4242451) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 22 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tnt Asset Management, LLC | Round Rock, TX | Aug 2017 - Current | 6 |
| Celerity Advisors, LLC | Austin, TX | Aug 2017 - Current | 6 |
| Chi Financial Group | Austin, TX | Jan 2005 - Aug 2017 | 12 |
| Voya Financial Advisors | Austin, TX | Sep 2014 - Jul 2017 | 2 |
| Ing Financial Partners | Austin, TX | Apr 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- TX
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts424ACCOUNTS
-
Average Account Value$288,461
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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