Britton
Meland

Transamerica Financial Advisors, Inc

CRD#5489199
Investment Advisor
in Temecula, CA

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About this Advisor

Britton Meland is a financial advisor operating out of Temecula, California, with 11 years of industry experience. Meland currently works for Transamerica Financial Advisors, Inc. Throughout their career, Meland has worked at World Financial Group, Inc, Meland Marine LLC, Paragon Posters LLC, A-T Solutions Inc, Transamerica Financial Advisors, Inc, University Of Maryland University College-Europe, Dyncorp International, Aaski Technology, Inc, Lockhead Martin Corporation, Bryant & Associates Certified Public Accountants, Net Law, Celestar Corporation and Wealthwave. Meland has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Transamerica Financial Advisors, Inc is a financial advisory firm based in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in total assets among its 59,659 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely depend on which services the firm provides the client. However, fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

Office Location

41593 Winchester Rd Suite 200-Pmb309
Temecula, CA 92590

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

CA Average: 62
Total Number of Accounts

59,659

CA Average: 2,474
Average Account Size

$30,430

CA Average: $750,025

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

Britton Meland Work History

Britton has been registered as a financial advisor for 11 years.*

2019 - Present (5 years)

Bryant & Associates Certified Public Accountants

2019 - Present (5 years)

Net Law

2019 - Present (5 years)

Celestar Corporation

2018 - Present (6 years)

Wealthwave

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2008 - Present (16 years)

World Financial Group, Inc

2005 - Present (19 years)

Meland Marine LLC

2016 - 2018 (2 years)

Lockhead Martin Corporation

2014 - 2016 (2 years)

Aaski Technology, Inc

2013 - 2013 (< 1 year)

Dyncorp International

2012 - 2013 (1 year)

University Of Maryland University College-Europe

2011 - 2014 (3 years)

A-T Solutions Inc

2005 - 2015 (10 years)

Paragon Posters LLC

*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 Britton Meland 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

Stephen Gregg
Duluth, GA
Steven Smith
Eugene, OR
Chima Uzobuihe
Laurel, MD
Kenan Godfrey
Macon, GA
Weihua Wu
Irvine, CA
Patrick Dailey
Rancho Santa Margarita, CA
Diego Conejo
Pasadena, CA
Chad Tacia
San Antonio, TX

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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