Cheryl
Kelly

Transamerica Financial Advisors, Inc

CRD#6142003
Investment Advisor
in Thousand Oaks, CA

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About this Advisor

Cheryl Kelly is a financial advisor who works in Thousand Oaks, California, with a total of 6 years of industry experience. Kelly is an employee of Transamerica Financial Advisors, Inc. The advisor has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, United Airlines, S&N Rental Property and Debtmerica. Kelly holds 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 and New Jersey. Transamerica Financial Advisors, Inc is a financial advisory company that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in assets across its 59,659 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 59,659 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc 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 advice largely are based on the financial services offered. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

515 Marin Street Suite 408
Thousand Oaks, CA 91360

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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

Cheryl Kelly Work History

Cheryl has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

S&N Rental Property

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

World Financial Group, Inc

1989 - Present (35 years)

United Airlines

2016 - 2022 (6 years)

Debtmerica

*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 Cheryl Kelly 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

Cyler Sanderson
Draper, UT
Angel Vidal
Port Jefferson Station, NY
James Shoblo
Colorado Springs, CO
Tarl Reynoso
Orem, UT
Diego Conejo
Pasadena, CA
Raul Reyes
Woodland Hills, CA
Chad Tacia
San Antonio, TX
Karen Ahn
Draper, UT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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