Kai ChambersCRD Number: 6246998
Current Firm: Transamerica Financial Advisors, Inc.
Kai Chambers (CRD# 6246998) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Tuscaloosa, AL and has over 3 years of experience in the finance industry.
Jmf Capstone Wealth Management
Ameriprise Financial Services, Inc.
Raymond James & Associates, Inc.
|Transamerica Agency Netwrk||Tuscaloosa, AL||Feb 2016 - Current||2|
|Transamerica Financial Advisors, Inc.||Tuscalossa, AL||Feb 2016 - Current||2|
|Rental Property||Tuscaloosa, AL||Aug 2014 - Current||3|
|Sagepoint Financial||Hoover, AL||Feb 2014 - Jan 2016||1|
|Aig Financial Network / Sagepoint||Tuscaloosa, AL||Jun 2007 - Jan 2016||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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