Chacko-hertz Financial Solutions LLC

Chacko-hertz Financial Solutions LLC (CRD# 119482) is a financial advisory firm headquartered in Tucson, AZ. They manage $28,000,000 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $187,919
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Chacko-hertz Financial Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rebecca Chacko
CRD#: 4509445
Tucson, AZ
96
Wealthminder
score

Rebecca Chacko (CRD# 4509445) is an Investment Advisor Representative working at Chacko-hertz Financial Solutions LLC in Tucson, AZ and has over 14 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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