Donald Balderson, financial advisor Bowie MD

Donald Balderson

CRD Number: 6729011
Current Firm: Transamerica Financial Advisors, Inc.

Donald Balderson (CRD# 6729011) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bowie, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Life Insurance Company Baltimore, MD Oct 1996 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Donald K. Balderson
Phone Number: 727-299-1800
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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