Chad Tacia (CRD# 5144699) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Antonio, TX and has over 16 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chad Tacia Consulting LLC | San Antonio, TX | Jan 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | San Antonio, TX | Apr 2015 - Current | 9 |
| World Financial Group, Inc. | San Antonio, TX | Mar 2015 - Current | 9 |
| Silvercrown Landscaping Materials | Littleton, CO | Apr 2014 - Jan 2016 | 1 |
| Remax Professionals | Highlands Ranch, CO | Apr 2013 - Oct 2014 | 1 |
| Douglas County Schools | Castle Rock, CO | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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