Frederick
Williams

Transamerica Financial Advisors, Inc

CRD#5841491
Investment Advisor
in Torrance, CA
Are you Frederick Williams? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Disclosures

Yes

Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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)

Wfg

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

Disclosures

Frederick Williams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started