Richard Chamblin, financial advisor Greenwood Village CO
78 score

Richard Chamblin

CRD Number: 5934626
Current Firm: Transamerica Financial Advisors, Inc.

Richard Chamblin (CRD# 5934626) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Your Castle Service Denver, CO Dec 2014 - Current 2
Creative Concepts Highlands Ranch, CO Jan 2012 - Current 4
Transamerica Financial Advisors, Inc. Greenwood Village, CO Jan 2012 - Current 4
Wfg Greenwood Village, CO Dec 2011 - Current 5
Cobank Greenwood Village, CO Sep 2011 - Dec 2011 < 1
Alps Incorporated Denver, CO Aug 2011 - Sep 2011 < 1
Student Denver, CO Jan 2009 - Aug 2011 2
Intaset Technologies Denver, CO Jun 2007 - Jan 2009 1
United States Air Force Denver, CO Jun 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination May 2013
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Richard Chamblin
Phone Number: 727-299-1800
Registered State(s):
  • CO
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
78

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