Meileh Burns, financial advisor Brea CA
81 score

Meileh Burns

CRD Number: 5479444
Current Firm: Transamerica Financial Advisors, Inc.

Meileh Burns (CRD# 5479444) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brea, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Freedom In Christ Church Laguna Hills, CA Dec 2014 - Current 2
Transamerica Financial Advisors, Inc. Brea, CA Jan 2012 - Current 4
Ricoh Usa Irvine, CA Jan 2012 - Current 4
Debtmerica Relief Santa Ana, CA Jul 2008 - Current 8
World Financial Group Brea, CA Aug 2007 - Current 9
Twin Star Group , LLC Brea, CA Jan 2007 - Current 9
Investment Advisors International Chino Hills, CA Oct 2008 - Jan 2012 3
World Group Securities, Inc. Chino Hills, CA Jan 2008 - Jan 2012 4
The Drive To Literacy Project Rialto, CA May 2009 - May 2011 2
Home Maker Corona, CA Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Meileh C. Burns
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Other
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

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BADGES
81

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