Marcos Chavira
Professional summary
Marcos Chavira, who also goes by Marc Chavira, is a registered financial advisor currently at TAXDUDE FINANCIAL ADVISOR located in Long Beach, California.
Marcos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Marcos has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marcos Chavira's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2019 - Present
TAXDUDE FINANCIAL ADVISOR
Office #1: 4401 Atlantic Ave. Suite 200, Long Beach, CA 90807May 19, 2010 - November 15, 2017
AVANTAX ADVISORY SERVICES
May 19, 2010 - November 15, 2017
AVANTAX INVESTMENT SERVICES, INC.
November 29, 2007 - August 21, 2008
VALIC FINANCIAL ADVISORS, INC.
August 31, 2007 - August 21, 2008
VALIC FINANCIAL ADVISORS, INC.
January 1, 2004 - November 1, 2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
November 5, 1999 - January 1, 2004
TEACHERS PERSONAL INVESTORS SERVICES, INC.
July 28, 1998 - August 19, 1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
December 18, 1997 - July 14, 1998
WALDRON & CO., INC.
September 3, 1997 - January 6, 1998
SICOR SECURITIES INC
February 8, 1996 - July 23, 1997
CENTAURUS FINANCIAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/5/2019)
Exams
Current Firm
TAXDUDE FINANCIAL ADVISOR
CRD#: 304802 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,950,000 |
Red Flags
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