Tci Wealth Advisors, Inc.

Tci Wealth Advisors, Inc. (CRD# 107373) is a financial advisory firm headquartered in Tucson, AZ. They manage $2,973,412,645 in 8,203 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,973
    MILLION
  • Total Number of Accounts
    8,203
    ACCOUNTS
  • Average Account Value
    $362,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Tci Wealth Advisors, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Michael Abeshaus
CRD#: 5572046
150 W. Dale Avenue, Suite 1, Flagstaff, AZ 86001

Michael Abeshaus (CRD# 5572046) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Flagstaff, AZ and has over 12 years of experience in the finance industry. Michael Abeshaus 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.

2
Lori A. Booth-Houle
CRD#: 4521162
6929 E. Greenway Parkway, Scottsdale, AZ 85254

Lori Booth-Houle (CRD# 4521162) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Scottsdale, AZ and has over 19 years of experience in the finance industry. Lori Booth-Houle 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.

3
Cody A. Cassidy
CRD#: 7013483
4011 East Sunrise Drive, Tucson, AZ 85718

Cody Cassidy (CRD# 7013483) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Tucson, AZ and has over 2 years of experience in the finance industry. Cody Cassidy 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.

4
Troy D. Chrane
CRD#: 6998480
150 W. Dale Street, Suite 1, Flagstaff, AZ 86001

Troy Chrane (CRD# 6998480) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Flagstaff, AZ and has over 2 years of experience in the finance industry.

5
Michael A. Grosso
CRD#: 2979301
6929 E. Greenway Parkway, Suite 150, Scottsdale, AZ 85254

Michael Grosso (CRD# 2979301) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Scottsdale, AZ and has over 22 years of experience in the finance industry. Michael Grosso 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.

6
Guy W. Holman
CRD#: 4601026
4011 East Sunrise Drive, Tucson, AZ 85718

Guy Holman (CRD# 4601026) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Tucson, AZ and has 1 year of experience in the finance industry. Guy Holman 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.

7
Kyle T. Larson
CRD#: 6647256
929 E Greenway Parkway, Suite 150, Scottsdale, AZ 85254

Kyle Larson (CRD# 6647256) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Scottsdale, AZ and has over 4 years of experience in the finance industry. Kyle Larson 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.

8
Vanessa B. Lee
CRD#: 6686876
6929 E. Greenway Parkway Ste 150, Scottsdale, AZ 85254

Vanessa Lee (CRD# 6686876) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry. Vanessa Lee 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.

9
Jennifer Means
CRD#: 6430728
4757 Caughlin Parkway,, Ste B, Reno, NV 89519

Jennifer Means (CRD# 6430728) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Reno, NV and has over 5 years of experience in the finance industry. Jennifer Means 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.

10
Douglas L. Nelson
CRD#: 2614473
4011 East Sunrise Drive, Tucson, AZ 85718

Douglas Nelson (CRD# 2614473) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Tucson, AZ and has over 25 years of experience in the finance industry.

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