Anil Chacko
Professional summary
Anil Chacko, CFP®, who also goes by Neil Chacko, is a registered financial advisor currently at ARK ALLIANCE FINANCIAL LLC located in Missouri City, Texas.
Anil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Anil has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anil Chacko's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
October 8, 2020 - Present
ARK ALLIANCE FINANCIAL LLC
September 5, 2019 - September 1, 2020
GOODMAN FINANCIAL CORPORATION
July 6, 2007 - August 7, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 6, 2007 - August 7, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
October 20, 2004 - June 28, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - June 28, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 30, 2004 - October 20, 2004
QUICK & REILLY, INC.
May 12, 2003 - October 20, 2004
QUICK & REILLY, INC.
December 7, 2001 - June 5, 2002
DAVID LERNER ASSOCIATES, 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
(10/8/2020)
Exams
Current Firm
ARK ALLIANCE FINANCIAL LLC
CRD#: 310539 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 83,665,845 |
Red Flags
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