Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Transamerica Financial Advisors
Location
Cullman, AL 35055
Credentials
Series 63, Series 65
Industry experience
1 year
Commission on fixed insurance products via WFGIA; normal and customary insurance commissions apply.
Account minimum: $10.00 Minimum fee: TFA365 Advisory Program Strategist Program: $35 Minimum Annual Account Fee (Account Minimum $25,000); TFA365 Advisory Program Separately Managed Account Program: $150 Minimum Annual Account Fee (Account Minimum $100,000); TFA365 Advisory Program 365 Unified Managed Account Program: $35 Minimum Annual Account Fee (Account Minimum $25,000)
S&K Legacy Services
2026 - Present (1 year)
Transamerica Financial Advisors, Inc
2024 - Present (2 years)
Bealoaks Properties
2023 - Present (3 years)
Bealoaks Properties
2023 - Present (3 years)
Wfgia
2022 - Present (4 years)
World Financial Group
2021 - 2022 (1 year)
Assurance, IQ
2021 - 2021 (1 year)
Physicians Mutual
2020 - 2021 (1 year)
Realty 1 Team
2019 - 2020 (1 year)
KELLER WILLIAMS REALTY
2017 - 2019 (2 years)
Nuance Communications
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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