Lee RosenblumCRD Number: 6160585
Current Firm: Transamerica Financial Advisors, Inc.
Lee Rosenblum (CRD# 6160585) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in El Dorado Hills, CA and has over 5 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Farmer Veteran Coalition||Davis, CA||Jul 2016 - Current||1|
|Student Debt Solution Center, LLC||Agoura Hills, CA||Sep 2014 - Current||3|
|Debtmerica||Santa Ana, CA||Jul 2014 - Current||3|
|Harvest Development Group||Old Saybrook, CT||Jul 2013 - Current||4|
|Transamerica Financial Advisors, Inc.||El Dorado Hills, CA||Dec 2012 - Current||5|
|World Financial Group, Inc.||El Dorado Hills, CA||Aug 2012 - Current||5|
|Valley Community Legal Foundation||Tarzana, CA||Aug 2013 - Jun 2016||2|
|Unemployed||Agoura Hills, CA||Sep 2011 - Jul 2012||< 1|
|Jewish Big Brothers Big Sisters||Los Angeles, CA||Mar 2011 - Sep 2011||< 1|
|Unemployed||Agoura Hills, CA||Sep 2010 - Mar 2011||< 1|
|Anti-defamation League||Los Angeles, CA||Dec 2009 - Sep 2010||< 1|
|Usc Hillel||Los Angeles, CA||Jul 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.