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 operating out of Burlingame, California, who has 10 years in the industry. Kom currently works for Transamerica Financial Advisors, Inc. Kom has gained experience at Direct Partners, World Financial Group, Inc, Thinksmart LLC, Kaiser Permanente, Roblox, Wantful, Transamerica Financial Advisors, Inc, Ecopea Inc, Covered Ca and Blue Shield Of California. Kom has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Transamerica Financial Advisors, Inc is a firm operating out of Burlingame, California. It has offices in 304 locations and a total of 1,274 employees. It handles $973 million in assets across its 22,673 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 22,673 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Transamerica Financial Advisors, Inc likely are comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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 10 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

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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