Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. (CRD# 16164) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $4,493,084,981 in 33,842 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management4,493MILLION
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Total Number of Accounts33,842ACCOUNTS
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Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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
Boyd Curtis (CRD# 4011771) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 17 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 24 years of experience in the finance industry.
Robert Ahearn (CRD# 4505056) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry. Robert Ahearn 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.
Richard Christman (CRD# 2395668) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cedar Park, TX and has over 20 years of experience in the finance industry. Richard Christman 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.
George Chuang (CRD# 3162477) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saint Petersburg, FL and has over 14 years of experience in the finance industry.