Emmanuel Joseph
Talusan

Transamerica Financial Advisors, Inc

CRD#7037981
Investment Advisor
in San Ramon, CA

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About this Advisor

Emmanuel Joseph Talusan is a financial advisor who works out of San Ramon, California who has 4 years of industry experience. Talusan currently works for Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Ophir Rf, Student, The Raytheon Company, Northrop Gruman Corporation and Rental Property. Talusan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Transamerica Financial Advisors, Inc is an advisory firm based out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets among its 59,659 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc performs a broad range 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 advisory services typically are based on the type of services provided. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

2010 Crow Canyon Place Suite 100
San Ramon, CA 94583

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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

Emmanuel Joseph Talusan Work History

Emmanuel Joseph has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Northrop Gruman Corporation

2021 - Present (3 years)

Rental Property

2018 - Present (6 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

World Financial Group, Inc

2019 - 2021 (2 years)

The Raytheon Company

2018 - 2019 (1 year)

Ophir Rf

2008 - 2019 (11 years)

Student

*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 Emmanuel Joseph Talusan 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

Weihua Wu
Irvine, CA
Shih-Sheng Li
Milpitas, CA
Edward Peterson
Plano, TX
Patrick Dailey
Rancho Santa Margarita, CA
Diego Conejo
Pasadena, CA
Qi Dong
Plano, TX
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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