Bao
Pham

Transamerica Financial Advisors, Inc

CRD#6615887
Investment Advisor
in Brea, CA

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About this Advisor

Bao Pham is a financial advisor based in Brea, California, working with Transamerica Financial Advisors, Inc. Bao has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Bao Pham Health Insurance Sales, Excator Inc, Bao Pham Health Insurance Services, Affiliated With Aga, Turo.Com, A Renting Sharing App-Website, Wfg Direct, The Is A House Sharing Platform To Lease Out Extra Room, Netlaw, and Bao Pham Residence. Bao has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Bao is part of Transamerica Financial Advisors, Inc, which operates out of Brea, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3350 E. Birch Street Suite 208-A
Brea, CA 92821

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bao Pham Work History

2022 - Present (2 years)

Netlaw

2022 - Present (2 years)

Bao Pham Residence

2021 - Present (3 years)

Wfg Direct

2020 - Present (4 years)

Bao Pham Health Insurance Services, Affiliated With Aga

2017 - Present (7 years)

Excator Inc

2016 - Present (8 years)

Transamerica Financial Advisors, Inc

2010 - Present (14 years)

World Financial Group, Inc

2022 - 2023 (1 year)

The Is A House Sharing Platform To Lease Out Extra Room

2021 - 2023 (2 years)

Turo.Com, A Renting Sharing App-Website

2015 - 2018 (3 years)

Bao Pham Health Insurance Sales

2014 - 2015 (1 year)

Student

Disclosures

Please visit the SEC profile of Bao Pham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Pamela Rodriguez Reiffert
San Antonio, TX
Yancey Mbolda
Houston, TX
Sergio Xula
Villa Park, IL
Derek Thompson
New York, NY
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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