Tyrone Chaplin
Tyrone Chaplin is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Bowie, MD, with 16 years of industry experience. Tyrone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
Location
16901 Melford Blvd., Suite 322, Bowie, MD, 20715
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2020Employment Separation After Allegations
August 2018Other Business ActivitiesSells Insurance
Tyrone sells insurance and non-insurance products for Transamerica Financial Advisors, assisting clients with life insurance planning as an Associate Director, dedicating about a quarter of his time to this. He also owns multiple rental properties and has a part ownership in Allied Nursing Services, LLC, dedicating minimal time to financial oversight.
Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.