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||1|
|Transamerica Financial Advisors, Inc.||Tuscalossa, AL||Feb 2016 - Current||1|
|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|
|Student||Tuscaloosa, AL||Aug 2003 - Jul 2007||3|
|Strategic Metrics||Tuscaloosa, AL||Aug 2003 - May 2007||3|
|University Of Alabama||Tuscaloosa, AL||Aug 2002 - May 2007||4|
|Strategic Metrics||Tuscaloosa, AL||Aug 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
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