Kevin
Mcdaniel

Transamerica Financial Advisors, Inc

CRD#2249303
Investment Advisor
in Orange, CA

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About this Advisor

Kevin Mcdaniel is a financial advisor based out of Orange, California with 11 years of relevant experience. Mcdaniel works at Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Wfg, Citadel Law Offices & Estate Planning, Cmg Mortgage, Transamerica Financial Advisors, Inc, Mcdaniel Financial Services, International Education Corporation, Debtmerica, LLC, United Realty Center, Inc Dba American Funding Center, Wealthy & Wise, Wealthwave, Netlaw, Kevin Mcdaniel Financial Services Dba Healthy, Wealthy & Wise and Platt College Los Angeles LLC. Mcdaniel holds Series 63 and Series 65 licenses, which qualify 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 firm that has its headquarters in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It manages $2 billion in assets among its 59,659 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc performs a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely 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*

11 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

765 The City Drive S. Suite 100-A
Orange, CA 92868

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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

Kevin Mcdaniel Work History

Kevin has been registered as a financial advisor for 11 years.*

2019 - Present (5 years)

Netlaw

2017 - Present (7 years)

Platt College Los Angeles LLC

2016 - Present (8 years)

Wealthwave

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

International Education Corporation

2012 - Present (12 years)

United Realty Center, Inc Dba American Funding Center

2010 - Present (14 years)

Cmg Mortgage

2009 - Present (15 years)

Mcdaniel Financial Services

2009 - Present (15 years)

Wealthy & Wise

2009 - Present (15 years)

Kevin Mcdaniel Financial Services Dba Healthy,Wealthy & Wise

2001 - Present (23 years)

Wfg

1996 - Present (28 years)

Citadel Law Offices & Estate Planning

2012 - 2022 (10 years)

Debtmerica, LLC

*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 Kevin Mcdaniel 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

Michael Burns
Braintree, MA
Austin Hogan
Cincinnati, OH
David Winn
Bridgeport, MI
Edward Peterson
Plano, TX
Diego Conejo
Pasadena, CA
Pamela Rodriguez
San Antonio, TX
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, 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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