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Constance Chan

TCI Wealth Advisors, Inc.

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About Constance Chan

Constance Chan is a registered Investment Advisor Representative with TCI Wealth Advisors, Inc., working from their Reno, NV office. Constance is a licensed Investment Advisor Representative and is active in Nevada. Constance has been with TCI Wealth Advisors, Inc. since June 2022 and specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. Constance has a Series 65 license and has been in the industry since June 2013.

Firm Information

Constance Chan is currently registered with TCI Wealth Advisors, Inc.. TCI Wealth Advisors, Inc. is a Tucson, Arizona-based firm that provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. The firm manages approximately $4.09 billion in assets for over 10,250 accounts.
TCI Wealth Advisors, Inc.

4011 EAST SUNRISE DRIVE

TUCSON, AZ 85718

$4.09B

Assets Under Management

21

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Constance Chan’s Registration & Firm History

NV

10/09/2023 - Present

TCI Wealth Advisors, Inc. (Reno NV)

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Licenses & Designations

IA

Issued 10/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Constance Chan.
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