Cynthia
Hall
Transamerica Financial Advisors, Inc
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About this Advisor
Cynthia Hall is a financial advisor operating in Thousand Oaks, California with a total of 2 years of relevant experience. Hall is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Kaiser Permanente, Los Robles Hospital, Infusion Of Care, Medical Insurance Agent, Revolt Healthcare Alliance, The Mwe Partnership, Revolution Financial Management, Option Health Care and Healthcare Insurance. Hall has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, New Jersey, North Carolina and Texas. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It handles $2 billion in assets among its 59,659 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc offers a diverse assortment 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 typically are based on which services the firm provides the client. 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
Cynthia Hall Work History
Cynthia has been registered as a financial advisor for 2 years.*
Option Health Care
Healthcare Insurance
The Mwe Partnership
Infusion Of Care
Medical Insurance Agent
Revolt Healthcare Alliance
Revolution Financial Management
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Kaiser Permanente
Los Robles Hospital
*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 Cynthia Hall 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
Orem, UT
San Antonio, TX
Plano, TX
Draper, UT
Milpitas, CA
Bellevue, WA
San Antonio, TX
Bridgeport, MI
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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