Cavett
Chipman

Transamerica Financial Advisors, Inc

CRD#5497168
Investment Advisor
in Draper, UT

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About this Advisor

Cavett Chipman is a financial advisor based out of Draper, Utah, with a total of 10 years in the industry. Chipman is an employee of Transamerica Financial Advisors, Inc. Over the course of their career, Chipman has held roles at Farm Bureau, Equitrust Marketing Serv LLC, First Priority Insurance, Investment Advisors International, Inc, World Financial Group, Inc, World Group Securities, Inc, Transamerica Financial Advisors, Inc, Mobile Source LLC and Great Western Freight LLC. Chipman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Transamerica Financial Advisors, Inc is a financial advisory company headquartered in Draper, Utah. The investment advisory business has offices in 304 locations and a total of 1,274 advisors. It has $973 million in assets under management between its 22,673 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 22,673 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Transamerica Financial Advisors, Inc performs a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the financial services. Fees charged by Transamerica Financial Advisors, Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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, Commissions

Disclosures

No

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT Average: $750,025

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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

Cavett Chipman Work History

Cavett has 10 years of experience.

2014 - Present (5 years)

Great Western Freight LLC

2013 - Present (6 years)

Mobile Source LLC

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2011 - Present (8 years)

First Priority Insurance

2011 - Present (8 years)

World Financial Group, Inc

2011 - 2012 (1 year)

Investment Advisors International, Inc

2011 - 2012 (1 year)

World Group Securities, Inc

2008 - 2011 (3 years)

Farm Bureau

2008 - 2011 (3 years)

Equitrust Marketing Serv LLC

Disclosures

Cavett Chipman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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