Neil ChampineCRD 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.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
|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|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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
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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