Han-bo Chen, financial advisor Braintree MA
88 score

Han-bo Chen

CRD Number: 6354507
Current Firm: Transamerica Financial Advisors, Inc.

Han-bo Chen (CRD# 6354507) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Braintree, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Clearcost Health Larkspur, CA Oct 2014 - Current 2
Transamerica Financial Advisors, Inc. Braintree, MA Jun 2014 - Current 2
World Financial Group, Inc. Braintree, MA Sep 2013 - Current 3
Verisk Health Waltham, MA May 2013 - Oct 2014 1
Vistaprint, Inc. Lexington, MA Mar 2012 - May 2013 1
Navinet,inc. Boston, MA Nov 2008 - Mar 2012 3
Mckesson Corporation Auburndale, MA Mar 2002 - Nov 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Han-bo A. Chen
Phone Number: 727-299-1800
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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