TCI Wealth Advisors Inc

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TCI Wealth Advisors Inc

4011 EAST SUNRISE DRIVE, TUCSON, AZ

520-733-1477

520-733-1488

Other Info

TCI Wealth Advisors Inc is legally known as TCI WEALTH ADVISORS, INC.. It is an AZ Corporation. This firm has 77 employees, of which 24 are employees in advisory roles. It serves 29 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 30, 1990.

Aspire - TCI Wealth

Contact an Advisor Contact Us Client Login MENU CLOSE 1. About TCI Overview Our Philosophy Our Process Awards & Recognition ASPIRE by TCI TCI History TCI Foundation 2. Our Services Overview Wealth Management Retirement Plans 3. Our Team Meet the Team Contact Careers Locations 4. Resources Overview I…

TCI Wealth

It is so exciting to show people, perhaps for the first time, the possibilities that are available to them with good planning and sound investment advice.

Direct Owners

CATHERINE ANN NICHOLS
PRESIDENT, TREASURER, AND CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
DOUGLAS LEE NELSON
SHAREHOLDER, DIRECTOR, CHAIRMAN OF THE BOARD owns more than 10% but less than 25%
GUY WESLEY HOLMAN
SHAREHOLDER AND DIRECTOR owns more than 5% but less than 10%
JOHN J. AND KELLY H. STEPHENS FAMILY TRUST
SHAREHOLDER owns more than 10% but less than 25%
JOHN JOSEPH STEPHENS
CHIEF EXECUTIVE OFFICER owns less than 5%
LORI ANN BOOTH-HOULE
DIRECTOR owns less than 5%
MICHAEL ANTHONY GROSSO
DIRECTOR owns more than 5% but less than 10%
MICHAEL ANTHONY GROSSO LIVING TRUST
SHAREHOLDER owns more than 5% but less than 10%
MOSS FAMILY TRUST
SHAREHOLDER owns more than 5% but less than 10%
ROBERT C. AND LISA Y. SWIFT LIVING TRUST
SHAREHOLDER owns more than 10% but less than 25%

Indirect Owners

KELLY H STEPHENS
TRUSTEE owns more than 50% but less than 75%
LISA YVONNE SWIFT
TRUSTEE owns more than 50% but less than 75%
PEGGY MOSS
TRUSTEE owns 75% or more
ROBERT CLARKSON SWIFT
TRUSTEE owns more than 50% but less than 75%
WILLIAM DWIGHT MOSS
TRUSTEE owns 75% or more

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