Rochelle Van Horn, financial advisor Modesto CA
93 score

Rochelle Van Horn

CRD Number: 5619878
Current Firm: Transamerica Financial Advisors, Inc.

Rochelle Van Horn (CRD# 5619878) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Christian Berets Modesto, CA Mar 2015 - Current 1
Transamerica Financial Advisors, Inc. Modesto, CA Jan 2012 - Current 4
World Financial Group Modesto, CA Sep 2008 - Current 8
Ideal Education Inc. Modesto, CA Nov 2014 - May 2016 1
Safeguard Business Systems Modesto, CA Feb 2013 - May 2016 3
Valley Payroll Services Modesto, CA Jun 2012 - May 2016 3
Safeguard Business Systems Modesto, CA Oct 2008 - Feb 2013 4
Transamerica Financial Advisors, Inc. Modesto, CA Jan 2012 - Jan 2012 < 1
Wgs Modesto, CA Dec 2009 - Jan 2012 2
Investment Advisors International, Inc. Modesto, CA Nov 2008 - Jan 2012 3
Aaronson For Council Modesto, CA Jul 2011 - Nov 2011 < 1
Doctor's Medical Center Modesto, CA Aug 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Rochelle Van Horn
Phone Number: 727-299-1800
Registered State(s):
  • CA
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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