Brian
Moland
Transamerica Financial Advisors, Inc
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About this Advisor
Brian Moland is a financial advisor operating out of Rancho Cordova, California with 1 year of relevant experience. Moland is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Orba, Transamerica Financial Advisors, Inc, World Financial Group, Inc, College Quest, Moland Financial Services, Atm Mortgage, Signator Investors, Inc, Jon Barnato Keller Williams Realty-Kw Sac Metro, Notary Public, Key Lime Pies By Brian, Marine Corps Veteran, Netlaw, Legalshield, Wfg Direct and Adams Construction/Custom Designs. Moland has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Transamerica Financial Advisors, Inc is a registered investment company based out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It oversees $2 billion in total assets among its 59,659 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. The company provides a number 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 management are based on the financial services provided. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Brian Moland Work History
Brian has been registered as a financial advisor for 1 years.*
Adams Construction/Custom Designs
Wfg Direct
Netlaw
Legalshield
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Key Lime Pies By Brian, Marine Corps Veteran
Jon Barnato Keller Williams Realty-Kw Sac Metro
College Quest
Notary Public
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Orba
Atm Mortgage
Moland Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Moland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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