Chris Acuna, financial advisor Greenwood Village CO
73 score

Chris Acuna

CRD Number: 5903157
Current Firm: Transamerica Financial Advisors, Inc.

Chris Acuna (CRD# 5903157) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Colonial Life Centennial, CO Nov 2017 - Current < 1
Roper Insurance Englewood, CO Nov 2017 - Current < 1
Transamerica Financial Advisors, Inc. Centennial, CO Jan 2012 - Current 6
Creative Concepts Marketing Highlands Ranch, CO Nov 2011 - Current 6
World Financial Group, Inc. Centennial, CO Feb 2011 - Current 7
Chris Acuna Rental Properties Highlands Ranch, CO Mar 2003 - Current 15
Acuna Enterprises Inc. Higlands Ranch, CO Mar 2003 - Current 15
Keller Williams Realty Littleton, CO Jun 2013 - Jun 2014 1
Creative Concepts Auto Arvada, CO Jan 2009 - Jun 2013 4
Your Castle Realt Estate Englewood, CO Jan 2008 - May 2013 5
Investment Advisors International, Inc. Centennial, CO Jul 2011 - Jan 2012 < 1
World Group Securities, Icn. Centennial, CO Mar 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Chris C. Acuna
Phone Number: 727-299-1800
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    969
    MILLIONS
  • Total Number of Accounts
    14,750
    ACCOUNTS
  • Average Account Value
    $65,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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

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BADGES
73

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