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
https://www.taxdude.net
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Taxdude Financial Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Marcos Chavira, financial advisor Long Beach CA
Marcos Chavira
CRD#: 2680792
4401 Atlantic Ave., Suite 200, Long Beach, CA 90807

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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