Dierra BeanCRD Number: 4589707
Current Firm: Transamerica Financial Advisors, Inc.
Dierra Bean (CRD# 4589707) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Sherman Oaks, CA and has over 13 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Benefitmall||Culver City, CA||Jun 2015 - Current||1|
|Professional Tutors Of America, Inc.||Brea, CA||Apr 2015 - Current||1|
|Student International Housing, Inc.||Los Angeles, CA||Apr 2015 - Current||1|
|Aaa||Costa Mesa, CA||Dec 2014 - Current||2|
|Goldenlife Corporation||Los Angeles, CA||Oct 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Sherman Oaks, CA||Jan 2012 - Current||4|
|To The T Notaries||Los Angeles, CA||Nov 2005 - Current||11|
|World Financial Group, Inc.||Sherman Oaks, CA||Mar 2002 - Current||14|
|Robert Half International, Inc.||Torrance, CA||Mar 2013 - Dec 2014||1|
|Childrens Hospital Los Angeles||Los Angeles, CA||Mar 2010 - Feb 2013||2|
|Investment Advisors International||Anaheim, CA||Mar 2009 - Jan 2012||2|
|World Group Securities, Inc.||Anaheim, CA||Nov 2002 - Jan 2012||9|
|Sweatsedo||Culver City, CA||Sep 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
|S63||Uniform Securities State Law Examination||Apr 2003|
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
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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