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).
Total Assets Under Management28MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$187,919
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
Rebecca Chacko (CRD# 4509445) is an Investment Advisor Representative working at Chacko-hertz Financial Solutions LLC in Tucson, AZ and has over 15 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.