Transamerica Financial Advisors, Inc

Investment Advisor
in Torrance, CA
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About this Advisor

Frederick Williams is a financial advisor who works in Torrance, California, with 15 years of financial industry experience. Williams is an advisor for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at World Group Securities, Runright Realty, Runright Insurance Services, Wfg, Transamerica Financial Advisors, Inc, Debtmerica Relief, Covered Ca - Affordable Care Act, Applied General Agency and Office Administrator. Williams maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Transamerica Financial Advisors, Inc is a financial advisory company based in Torrance, California. The investment advisory business has offices in 304 locations and a total of 1,274 people on staff. It has $973 million in assets among its 22,673 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 22,673 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company has 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 fee schedules largely vary depending on which services the firm provides the client. Fees billed by Transamerica Financial Advisors, Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

15 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, Commissions



Office Location

21151 S. Western Avenue Suite 165A
Torrance, CA 90501

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management


CA Average: $1,855,561,029
Total Number of Employees


CA Average: 62
Total Number of Accounts


CA Average: 2,474
Average Account Size


CA Average: $750,025

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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

Frederick Williams Work History

Frederick has 15 years of experience.

2017 - Present (2 years)

Applied General Agency

2016 - Present (3 years)

Office Administrator

2013 - Present (6 years)

Transamerica Financial Advisors, Inc

2013 - Present (6 years)

Debtmerica Relief

2013 - Present (6 years)

Covered Ca - Affordable Care Act

2010 - Present (9 years)


2005 - Present (14 years)

Runright Insurance Services

2003 - Present (16 years)

Runright Realty

2012 - 2012 (< 1 year)

Transamerica Financial Advisors, Inc

2010 - 2012 (2 years)

World Group Securities


Frederick Williams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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