Lisa Chalker (CRD# 7329139) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Port Jefferson Station, NY and has over 3 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heartland Institute Of Financial Education | Greenwood Village, CO | May 2022 - Current | 1 |
| Revolt Healthcare Alliance | Frisco, TX | Sep 2021 - Current | 2 |
| Transamerica Financial Advisors, Inc. | Hauppauge, NY | Jan 2021 - Current | 3 |
| World Financial Group, Inc. | Hauppauge, NY | Jun 2019 - Current | 4 |
| Revolution Financial Management | Port Jefferson Station, NY | Apr 2019 - Current | 5 |
| Family Affair Distributing Inc. | North Massapequa, NY | Aug 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NY
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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