Constance Chan
Investment adviser representative at Tci Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$5.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Tci Wealth Advisors, Inc.Jun 2022 to now
- China Jade Horse RestaurantApr 2016 to now
- StudentAug 2018 to May 2022
- StudentJun 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
Tci Wealth Advisors, Inc.
$5.4BAssets managed
3,268Clients
46Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7765290
- Firm CRD
- 107373