Taxdude Financial Advisor
Taxdude Financial Advisor (CRD# 304802) is a financial advisory firm headquartered in , . They manage $1,300,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Taxdude Financial Advisor
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$118,182
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Taxdude Financial Advisor
1
Marcos Chavira (CRD# 2680792) is an Investment Advisor Representative working at Taxdude Financial Advisor in Long Beach, CA and has over 28 years of experience in the finance industry.
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