Dennis OdinCRD Number: 5329417
Current Firm: Transamerica Financial Advisors, Inc.
Dennis Odin (CRD# 5329417) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Temecula, CA and has over 9 years of experience in the finance industry.
John P. Dubots Capital Management, LLC
Independent Financial Group, LLC
|Transamerica Financial Advisors, Inc.||Temecula, CA||Jan 2012 - Current||5|
|World Financial Group||Temecula, CA||Mar 2007 - Current||9|
|General Atomics||San Diego, CA||Dec 1993 - Current||23|
|Investment Advisors International, Inc.||Corona, CA||Feb 2010 - Jan 2012||1|
|World Group Securities, Inc.||Corona, CA||Apr 2007 - Jan 2012||4|
|Cabrillo Mortgage||Murrieta, CA||Mar 2007 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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