Kasinee
Meyer

Transamerica Financial Advisors, Inc

CRD#6901711
Investment Advisor
in San Diego, CA

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About this Advisor

Kasinee Meyer is a financial advisor working out of San Diego, California who has 4 years of industry experience. Meyer works at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Per Se Restaurant, Baccarat Hotel, Bouley Restaurant, Basil Thai Restaurant, Mod Health Insurance, Lspn Pro, LLC and Axianta Financial Partners. Meyer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California, New Jersey and Texas. Transamerica Financial Advisors, Inc is an advisory company that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 employees. It has $2 billion in assets across its 59,659 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. 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

3505 Camino Del Rio South
San Diego, CA 92108

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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

Kasinee Meyer Work History

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

2022 - Present (2 years)

Lspn Pro, LLC

2022 - Present (2 years)

Axianta Financial Partners

2021 - Present (3 years)

Mod Health Insurance

2018 - Present (6 years)

Transamerica Financial Advisors, Inc

2017 - Present (7 years)

World Financial Group, Inc

2016 - 2017 (1 year)

Per Se Restaurant

2014 - 2016 (2 years)

Baccarat Hotel

2014 - 2014 (< 1 year)

Bouley Restaurant

2011 - 2014 (3 years)

Basil Thai Restaurant

*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 Kasinee Meyer 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

Tarl Reynoso
Orem, UT
Cyler Sanderson
Draper, UT
Qi Dong
Plano, TX
James Shoblo
Colorado Springs, CO
Shih-Sheng Li
Milpitas, CA
Julie Sun
Bellevue, WA
Michael Burns
Braintree, MA
Patrick Dailey
Rancho Santa Margarita, 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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