TK
Tucker C. Konczak
PISTOL HILL CAPITAL
Overton, TX 75684
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CRD#: 7952341
TK
Professional summary
Tucker Chaney Konczak is a registered financial advisor currently at PISTOL HILL CAPITAL located in Overton, Texas.
Tucker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tucker has worked at 1 firm and has passed the Series 65 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
e360 Power, investment related, 98 San Jacinto Blvd, Austin, TX 78701, asset management firm, junior analyst, 05/2023, 160 hours per month, 160 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Tucker Chaney Konczak's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 2, 2024 - Present
PISTOL HILL CAPITAL
Office #1: 13285 Us Highway 259 N, Overton, TX 75684RIA
CRD#: 332333
Overton, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PH
PISTOL HILL CAPITAL
PISTOL HILL CAPITAL | PISTOL HILL CAPITAL, LLC
CRD#: 332333 / SEC#:
Texas
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Contact information
Main Address
13285 Highway 259 N, Overton, TX 75684
Mailing Address
Phone number
(903) 522-0481
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 189,657 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
