Tyrone
Chaplin

Transamerica Financial Advisors, Inc

CRD#4276472
Investment Advisor
in Bowie, MD

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About this Advisor

Tyrone Chaplin is a financial advisor operating in Bowie, Maryland who has 2 years of industry experience. Chaplin currently works for Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Transamerica Financial Advisors, Inc, Wells Fargo Bank, Suntrust Bank, Uber, Airbnb, Rental Property, Allied Nursing Services, LLC, Caring Hands Home Care, LLC, Family Centered Home Care, LLC, Transamerica Agency Network and United Financial Services. Chaplin holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in District Of Columbia and Maryland. Transamerica Financial Advisors, Inc is a financial advisory business based out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 advisors. It oversees $2 billion in assets between its 59,659 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The company performs a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice are based on which service is provided. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

16901 Melford Blvd. Suite 322
Bowie, MD 20715

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

MD Average: $1,855,561,029
Total Number of Employees

1,235

MD Average: 62
Total Number of Accounts

59,659

MD Average: 2,474
Average Account Size

$30,430

MD Average: $750,025

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

Tyrone Chaplin Work History

Tyrone has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Transamerica Financial Advisors, Inc

2020 - Present (4 years)

Rental Property

2020 - Present (4 years)

Allied Nursing Services, LLC

2020 - Present (4 years)

Caring Hands Home Care, LLC

2020 - Present (4 years)

Transamerica Agency Network

2020 - Present (4 years)

United Financial Services

2018 - Present (6 years)

Airbnb

2016 - Present (8 years)

Family Centered Home Care, LLC

2018 - 2020 (2 years)

Uber

2013 - 2018 (5 years)

Suntrust Bank

2011 - 2013 (2 years)

Wells Fargo Advisors LLC

2011 - 2013 (2 years)

Wells Fargo Bank

*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 Tyrone Chaplin 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

Patrick Dailey
Rancho Santa Margarita, CA
Qi Dong
Plano, TX
Edward Peterson
Plano, TX
Raul Reyes
Woodland Hills, CA
Weihua Wu
Irvine, CA
Diego Conejo
Pasadena, CA
Chad Tacia
San Antonio, TX
David Winn
Bridgeport, MI

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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