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 based in Temecula, California, working with Transamerica Financial Advisors, Inc. Britton has previously held positions at World Financial Group, Inc, Meland Marine LLC, Paragon Posters LLC, A-T Solutions Inc, Transamerica Financial Advisors, Inc, Aaski Technology, Inc, Lockhead Martin Corporation, Bryant & Associates Certified Public Accountants, Net Law, Celestar Corporation, and Wealthwave. Britton has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Britton is part of Transamerica Financial Advisors, Inc, which operates out of Temecula, 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 63, Series 65

Services Offered

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

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

$1,619,430,178

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

Britton Meland Work History

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

2011 - 2014 (3 years)

A-T Solutions Inc

2005 - 2015 (10 years)

Paragon Posters LLC

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

Jonathan Fonash
Cedar Rapids, IA
Derek Thompson
New York, NY
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Steven Smith
Portland, OR
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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