Christopher
Felton
Transamerica Financial Advisors, Inc
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About this Advisor
Christopher Felton is a financial advisor operating out of Englewood, Colorado who has 11 years of relevant experience. Felton currently works for Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Wfg, Piper Financial Inc, Chris & Marlow Felton, Integrated Tax Advisors, Jonathan Manske, Author, Couples Money, LLC, Transamerica Financial Advisors, Inc, 247 Properties, LLC, Master Networks, Roper Insurance And Financial Services, Tcm Enterprises, Mycore Benefits, Syracuse LLC, College Loan Freedom, Xperience, Colonial Life, Netlaw Inc, Legal Shield, Twz Inc Dba Us Processing Solutions, Impact Legacy LLC, Network Referral Group, Combined Insurance, Brand Builders Group, Affiliate Sales, Shaw American and Xperience Benefits. Felton maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado, North Carolina and Texas. Transamerica Financial Advisors, Inc is an advisory firm based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It controls $2 billion in assets among its 59,659 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on the financial services provided. However, fees 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
Christopher Felton Work History
Christopher has been registered as a financial advisor for 11 years.*
Combined Insurance
Brand Builders Group
Affiliate Sales
Shaw American
Xperience Benefits
Colonial Life
Impact Legacy LLC
Legal Shield
College Loan Freedom
Netlaw Inc
Transamerica Financial Advisors, Inc
247 Properties, LLC
Author
Couples Money, LLC
Author
Piper Financial Inc
Wfg
Network Referral Group
Twz Inc Dba Us Processing Solutions
Mycore Benefits
Syracuse LLC
Xperience
Colonial Life
Roper Insurance And Financial Services
Tcm Enterprises
Master Networks
Jonathan Manske
Integrated Tax Advisors
Chris & Marlow Felton
*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 Christopher Felton 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
Rancho Santa Margarita, CA
Draper, UT
Plano, TX
Braintree, MA
Woodland Hills, CA
Irvine, CA
Bridgeport, MI
San Antonio, TX
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