Christina
Guevara
Transamerica Financial Advisors, Inc
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About this Advisor
Christina Guevara is a financial advisor based out of Plano, Texas with a total of 11 years of relevant experience. Guevara currently works for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Wfg, Rental Property, Cmg & Associates, Transamerica Financial Advisors, Inc, Gvz & Associates, Debtmerica Relief, Student Optimum Services, Lspn Pro, LLC, Revolution Financial Management and Dc Capital Partners Inc. Guevara holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Transamerica Financial Advisors, Inc is an advisory business that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in total assets between its 59,659 customer accounts, placing it among the biggest investment advisory firms in the country 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 greater than $1 million in investable assets. The business offers a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types 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
Christina Guevara Work History
Christina has been registered as a financial advisor for 11 years.*
Revolution Financial Management
Student Optimum Services
Lspn Pro, LLC
Dc Capital Partners Inc
Gvz & Associates
Transamerica Financial Advisors, Inc
Wfg
Debtmerica Relief
Cmg & Associates
Rental Property
*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 Christina Guevara 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
Falls Church, VA
Downers Grove, IL
Laurel, MD
Great Neck, NY
Macon, GA
Pasadena, CA
Cincinnati, OH
Allentown, PA
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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