Edward Giaco is a registered investment advisor at Ta-Check Financial LTD., based in Broadview Heights, OH, with 29 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ta-Check Financial does not directly manage investments. Instead, they connect you with third-party asset managers like Potomac Fund Management. The fees you pay for investment management depend on the specific manager and the services they provide. Ta-Check receives a portion of these fees for referring you to the manager and providing ongoing client service.
Location
7500 Town Centre Dr, Ste 200, Broadview Heights, OH, 44147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward operates TaxCheck USA LLC, an entity for his LPL business, since 2018. He is also the owner of TaxCheck USA LLC, providing tax preparation, accounting, and CPA services.
Employment History
Current Registrations
Ta-Check Financial LTD.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
Intersecurities, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.