Stephen Trolinger, financial advisor Greenwood Village CO
89 score

Stephen Trolinger

CRD Number: 6290593
Current Firm: Transamerica Financial Advisors, Inc.

Stephen Trolinger (CRD# 6290593) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sterling Healthcare Services Denver, CO Dec 2014 - Current 2
Trolinger & Associates, LLC Highlands Ranch, CO Apr 2014 - Current 2
Transamerica Financial Advisors, Inc. Greenwood Village, CO Jan 2014 - Current 2
World Financial Group, Inc. Greenwood Village, CO Sep 2013 - Current 3
Oncure Medical Corp Englewood, CO Jul 2008 - Apr 2014 5
Rocky Mountain Cancer Centers Greenwood Village, CO May 2004 - Jul 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Stephen P. Trolinger
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
89
Clean Record
This advisor has a clean track record with regulators.

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