Stephen Self, financial advisor Greenwood Village CO
93 score

Stephen Self

CRD Number: 5902091
Current Firm: Transamerica Financial Advisors, Inc.

Stephen Self (CRD# 5902091) 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
Worldwide Liquid Solutions, LLC Grand Junction, CO Jul 2013 - Current 3
Farm 1098 County Road 214 Silt, CO Jul 2013 - Current 3
Transamerica Financial Advisors, Inc. Greenwood Village, CO Jan 2012 - Current 4
World Financial Group, Inc. Greenwood Village, CO Aug 2010 - Current 6
Spring Gulch Ranch LLC Eureka, NV Jan 2010 - Current 6
Retired Silt, CO Feb 2009 - Current 7
D & S Investments, LLC Silt, CO Apr 2004 - Current 12
Investment Advisors International, Inc. Westminster, CO Aug 2011 - Jan 2012 < 1
World Group Securities, Inc. Westminster, CO Apr 2011 - Jan 2012 < 1
Willow Wireless Internet Service Provider, Inc. Silt, CO Jul 2003 - Feb 2009 5
American Canopy Equipment. Inc. Silt, CO Jun 1998 - Feb 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Stephen B. Self
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
93
Clean Record
This advisor has a clean track record with regulators.

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