Karen SteansonCRD 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 9 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Jph Advisory Group, Inc.
|Agent Pipeline, Inc.||St. Albans, WV||Dec 2017 - Current||< 1|
|David Mcanally & Associates, Inc.||Trenton, GA||Apr 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||Johns Creek, GA||Jan 2012 - Current||6|
|World Financial Group||Johns Creek, GA||Aug 2008 - Current||9|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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