Chris
Acuna
Transamerica Financial Advisors, Inc
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About this Advisor
Chris Acuna is a financial advisor who works out of Englewood, Colorado, with a total of 11 years of relevant experience. Acuna is an advisor for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Your Castle Realt Estate, Creative Concepts Auto, World Financial Group, Inc, Creative Concepts Marketing, Transamerica Financial Advisors, Inc, Acuna Enterprises Inc, Keller Williams Realty, Roper Insurance, Colorado Realty Pros and Colonial Life. Acuna has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Texas. Transamerica Financial Advisors, Inc is an advisory company operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It has $2 billion in assets across its 59,659 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on the type of services provided. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Chris Acuna Work History
Chris has been registered as a financial advisor for 11 years.*
Roper Insurance
Colorado Realty Pros
Colonial Life
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Creative Concepts Marketing
Acuna Enterprises Inc
Keller Williams Realty
Creative Concepts Auto
Your Castle Realt Estate
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chris Acuna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
San Jose, CA
Braintree, MA
Plano, TX
Draper, UT
Woodland Hills, CA
Bridgeport, MI
Plano, TX
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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