Frederick
Williams
Transamerica Financial Advisors, Inc
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About this Advisor
Frederick Williams is a financial advisor who works out of Torrance, California, with a total of 10 years of industry experience. Williams currently works for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Runright Realty, Runright Insurance Services, Wfg, Transamerica Financial Advisors, Inc, Debtmerica Relief, Covered Ca - Affordable Care Act, Office Administrator, Applied General Agency, New Life Global Development Inc and Netaw. Williams has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Transamerica Financial Advisors, Inc is a company based in Saint Petersburg, FL. The firm 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 largest financial advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc has a broad array 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 largely vary depending on which service is provided. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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 been registered as a financial advisor for 10 years.*
New Life Global Development Inc
Applied General Agency
Netaw
Transamerica Financial Advisors, Inc
Covered Ca - Affordable Care Act
Wfg
Runright Insurance Services
Runright Realty
Office Administrator
Debtmerica Relief
*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 Frederick Williams 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
Rancho Cucamonga, CA
Great Neck, NY
Plano, TX
Bellevue, WA
Woodland Hills, CA
Laurel, MD
San Antonio, TX
Bridgeport, MI
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