Neil Champine, financial advisor Cincinnati OH

Neil Champine

CRD Number: 6642739
Current Firm: Transamerica Financial Advisors, Inc.

Neil Champine (CRD# 6642739) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Assurance Iq, Inc. Bellevue, WA Jan 2021 - Current < 1
Netlaw Louisville, KY Aug 2019 - Current 2
Healthcare Solutions Team Lombard, IL Aug 2019 - Current 2
Lyft San Francisco, CA Jun 2019 - Current 2
Uber Inc. San Francisco, CA May 2019 - Current 2
Transamerica Financial Advisors, Inc. Cincinnati, OH Apr 2018 - Current 3
World Financial Group, Inc. Cincinnati, OH Jan 2018 - Current 3
The Rawlings Company La Grange, KY Aug 2012 - Jun 2019 6
Pfs Investments (primerica) Louisville, KY Jun 2015 - Jan 2018 2
Evangel World Prayer Center Louisville, KY Apr 2015 - Sep 2016 1
Neil's Handyman Louisville, KY Mar 2008 - Sep 2016 8
Combined Insurance Louisville, KY Feb 2015 - Aug 2015 < 1
Derby City Advertising Lousiville, KY Jun 2012 - Jan 2013 < 1
Neil Champine Louisville, KY Jan 2011 - Jun 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for Neil Champine
Phone Number: 727-299-1800
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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
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, WY

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