Dean
Cress

Transamerica Financial Advisors, Inc

CRD#6867275
Investment Advisor
in Woodland Hills, CA

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About this Advisor

Dean Cress is a financial advisor who works out of Woodland Hills, California with a total of 6 years of relevant experience. Cress is on the advisory team at Transamerica Financial Advisors, Inc. The advisor has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Price Amp; Pierce International Corp, Advantage Plus Insurance Corp and Gaston Alvarez Inc Dba Team Alvarez Insurance Services. Cress holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. Transamerica Financial Advisors, Inc is a financial advisory business based in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It administers $2 billion in assets under management among its 59,659 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm has a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged 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

21300 Victory Blvd. Suite 120
Woodland Hills, CA 91367

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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

Dean Cress Work History

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

2020 - Present (4 years)

Gaston Alvarez Inc Dba Team Alvarez Insurance Services

2017 - Present (7 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

World Financial Group, Inc

2011 - Present (13 years)

Price Amp; Pierce International Corp

2018 - 2020 (2 years)

Advantage Plus Insurance Corp

*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 Dean Cress 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

Patrick Dailey
Rancho Santa Margarita, CA
Julie Sun
Bellevue, WA
Edward Peterson
Plano, TX
Michael Burns
Braintree, MA
Qi Dong
Plano, TX
Amanda Ryba
San Jose, CA
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, CA

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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