Rebecca Chacko, financial advisor Ninole HI

Rebecca Chacko

CRD Number: 4509445
Current Firm: Chacko-hertz Financial Solutions LLC

Rebecca Chacko (CRD# 4509445) is an Investment Advisor Representative working at Chacko-hertz Financial Solutions LLC in Ninole, HI and has over 22 years of experience in the finance industry. Rebecca Chacko 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.

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Professional Designations
Company Name Location Dates Years
Chacko-hertz Financial Solutions Tucson, AZ Jan 2002 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Rebecca Chacko
Phone Number: 520-743-3873
Registered State(s):
  • AZ
  • HI
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $423,573
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, HI

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