Andrew
Kom

Transamerica Financial Advisors, Inc

CRD#6180862
Investment Advisor
in Burlingame, CA

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About this Advisor

Andrew Kom is a financial advisor who works out of Burlingame, California, who has been in the financial industry for 11 years. Kom is currently employed by Transamerica Financial Advisors, Inc. Kom has gained experience at World Financial Group, Inc, Thinksmart LLC, Direct Partners, Kaiser Permanente, Roblox, Wantful, Transamerica Financial Advisors, Inc, Ecopea Inc, Covered Ca, Blue Shield Of California, Healthnet, Heartland Insitute Of Financial Education, Ruan Legacy, Think Tank Learning, At Choice Property Management LLC and Sharedworld Learning Center. Kom has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Transamerica Financial Advisors, Inc is a financial advisory business headquartered in Burlingame, California. The company has offices in 312 locations and a total of 1,271 advisors. It administers $1 billion in assets under management among its 45,703 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 45,703 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The company offers a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on which service is provided. However, fee types charged by Transamerica Financial Advisors, Inc can include any combination of asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

500 Airport Blvd Suite 488
Burlingame, CA 94010

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

CA Average: $1,855,561,029
Total Number of Employees

1,271

CA Average: 62
Total Number of Accounts

45,703

CA Average: 2,474
Average Account Size

$22,222

CA Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Kom Work History

Andrew has 12 years of experience.

2018 - Present (2 years)

Sharedworld Learning Center

2016 - Present (4 years)

Ruan Legacy

2016 - Present (4 years)

At Choice Property Management LLC

2013 - Present (7 years)

Transamerica Financial Advisors, Inc

2013 - Present (7 years)

Ecopea Inc

2012 - Present (8 years)

World Financial Group, Inc

2012 - Present (8 years)

Heartland Insitute Of Financial Education

2016 - 2018 (2 years)

Think Tank Learning

2013 - 2018 (5 years)

Covered Ca

2012 - 2013 (1 year)

Wantful

2012 - 2018 (6 years)

Blue Shield Of California

2012 - 2018 (6 years)

Healthnet

2011 - 2011 (< 1 year)

Kaiser Permanente

2011 - 2012 (1 year)

Roblox

2010 - 2011 (1 year)

Direct Partners

2008 - 2010 (2 years)

Thinksmart LLC

Disclosures

Andrew Kom has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Byung Kim
Flushing, NY
Avi Crane
Laguna Hills, CA
Amanda Ryba
San Jose, CA
Richard Christman
Duluth, GA
John Belanger
Calabasas, CA
Juan Aguilar
Renton, WA
Weijun Zhang
Plainsboro, NJ
James Ritchie
Dayton, OH

This content was compiled from the SEC and FINRA.

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