Lee Rosenblum, financial advisor Gold River CA

Lee Rosenblum

CRD Number: 6160585
Current Firm: Transamerica Financial Advisors, Inc.

Lee Rosenblum (CRD# 6160585) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gold River, CA and has over 11 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Wealthwave Alpharetta, GA Dec 2023 - Current < 1
Champion Health, Inc. Scottsdale, AZ Jul 2023 - Current < 1
Legacy Shield Jacksonville, FL May 2021 - Current 2
Transamerica Financial Advisors, Inc. El Dorado Hills, CA Dec 2012 - Current 11
Wfgia El Dorado Hills, CA Aug 2012 - Current 11
Net Law Louisville, KY Feb 2019 - Jun 2023 4
Aflac (american Family Life Assurance Company) Columbus, GA Jun 2018 - Nov 2022 4
Student Debt Solution Center, LLC Agoura Hills, CA Sep 2014 - Nov 2022 8
Debtmerica Santa Ana, CA Jul 2014 - Mar 2022 7
Farmer Veteran Coalition Davis, CA Jul 2016 - May 2017 < 1
Harvest Development Group Old Saybrook, CT Jul 2013 - May 2017 3
Valley Community Legal Foundation Tarzana, CA Aug 2013 - Jun 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Lee A. Rosenblum
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, WY

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