Karen Steanson, financial advisor Johns Creek GA
93 score

Karen Steanson

CRD Number: 5603593
Current Firm: Transamerica Financial Advisors, Inc.

Karen Steanson (CRD# 5603593) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
David Mcanally & Associates, Inc. Trenton, GA Apr 2014 - Current 2
Transamerica Financial Advisors, Inc. Johns Creek, GA Jan 2012 - Current 4
World Financial Group Johns Creek, GA Aug 2008 - Current 8
Next Health Plan Madison, TN Apr 2014 - Feb 2016 1
Diversified Insurance Brokerage Norcross, GA Sep 2007 - Feb 2016 8
Medicare Advantage Specialists, Inc. Hoover, AL May 2013 - Apr 2014 < 1
Affordable Family Health Savings Atlanta, GA Sep 2011 - Apr 2012 < 1
Transamerica Financial Advisors, Inc. Johns Creek, GA Jan 2012 - Jan 2012 < 1
Investment Advisors International, Inc. Johns Creek, GA Feb 2009 - Jan 2012 2
World Group Securities, Inc. Johns Creek, GA Jan 2009 - Jan 2012 3
Unemployed Decatur, GA May 2007 - Sep 2007 < 1
United American Insurance Atlanta, GA Oct 2006 - May 2007 < 1
Unemployed Decatur, GA May 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Karen E. Steanson
Phone Number: 727-299-1800
Registered State(s):
  • GA
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
93
Clean Record
This advisor has a clean track record with regulators.

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