Frederick
Williams

Transamerica Financial Advisors, Inc

CRD#5841491
Investment Advisor
in Torrance, CA

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About this Advisor

Frederick Williams is a financial advisor who works out of Torrance, California, with a total of 16 years of professional experience. Williams is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Runright Realty, Runright Insurance Services, Wfg, World Group Securities, Transamerica Financial Advisors, Inc, Debtmerica Relief, Covered Ca - Affordable Care Act, Office Administrator and Applied General Agency. Williams holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Transamerica Financial Advisors, Inc is an advisory business that has its headquarters in Torrance, California. The firm has offices in 312 locations and a total of 1,271 people on staff. It manages $1 billion in assets across its 45,703 accounts, making it one of the larger firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 45,703 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Transamerica Financial Advisors, Inc likely consist of any combination of asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

Disclosures

Yes

Office Location

21221 S Western Ave Suite 110
Torrance, CA 90501

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

CA Average: 62
Total Number of Accounts

45,703

CA Average: 2,474
Average Account Size

$22,222

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 17 years of experience.

2017 - Present (3 years)

Applied General Agency

2013 - Present (7 years)

Transamerica Financial Advisors, Inc

2013 - Present (7 years)

Debtmerica Relief

2013 - Present (7 years)

Covered Ca - Affordable Care Act

2010 - Present (10 years)

Wfg

2005 - Present (15 years)

Runright Insurance Services

2003 - Present (17 years)

Runright Realty

2016 - 2017 (1 year)

Office Administrator

2012 - 2012 (< 1 year)

Transamerica Financial Advisors, Inc

2010 - 2012 (2 years)

World Group Securities

Disclosures

Frederick Williams has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

John Belanger
Calabasas, CA
Weijun Zhang
Plainsboro, NJ
Juan Aguilar
Renton, WA
Avi Crane
Laguna Hills, CA
Litonya Allen
Portland, OR
Sinwai Lee
Greenbelt, MD
James Ritchie
Dayton, OH
Cydni Klauss
Portland, OR

This content was compiled from the SEC and FINRA.

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