Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. (CRD# 16164) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $969,361,847 in 14,750 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management969MILLION
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Total Number of Accounts14,750ACCOUNTS
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Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
Jacqueline Lakocy (CRD# 1062098) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mill Valley, CA and has over 21 years of experience in the finance industry. Jacqueline Lakocy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Calvin Chambers (CRD# 1646974) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 30 years of experience in the finance industry.
Dorothea Cole (CRD# 3208277) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia City, IN and has over 20 years of experience in the finance industry.
R. Dale Smothers (CRD# 6558938) is an Investment Advisor Representative and Financial Planner at the Transamerica Financial Advisors, Inc. located at 115 East Main Street in the Sharlow & Associates CPA building in Campbellsville, KY and has 6 years of experience in the finance industry.
Dale provides comprehensive financial planning to his clients in the most cost efficient way possible in today's market by working with the most highly rated companies and investment vehicles in the industry. Dale's clients get an all-in-one advisor and planner who will be with them every step of the way through their financial journey in life.
Dale's financial planning services include but are not limited to:
- Investment Portfolio Advising
- Buying/Selling of Stock
- Small/Large Business: Employee Benefit Planning
- Life Insurance Planning
- Health Insurance Planning
- Strategic Retirement Planning
- Strategic Asset Allocation Planning
- Retierment Income Planning
- Medicare Planning
- Medicare Suplement Planning
- Estate Planning
- Business and Personal Consulting
- Educational Seminars/Workshops
Beige Chen (CRD# 5923263) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 6 years of experience in the finance industry.
Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 18 years of experience in the finance industry.
David Hollands (CRD# 2258165) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 25 years of experience in the finance industry.