Kevin
Mcdaniel
Transamerica Financial Advisors, Inc
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About this Advisor
Kevin Mcdaniel is a financial advisor based in Orange, California, working with Transamerica Financial Advisors, Inc. Kevin has previously held positions 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, Platt College Los Angeles LLC, Legacyshield, Kevin Mcdaniel Financial Services Dba Healthy, Wealthy & Wise, Netlaw, and Wealthwave. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kevin is part of Transamerica Financial Advisors, Inc, which operates out of Orange, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Mcdaniel Work History
Legacyshield
Netlaw
Platt College Los Angeles LLC
Wealthwave
Transamerica Financial Advisors, Inc
International Education Corporation
United Realty Center, Inc Dba American Funding Center
Cmg Mortgage
Mcdaniel Financial Services
Wealthy & Wise
Kevin Mcdaniel Financial Services Dba Healthy,Wealthy & Wise
Wfg
Citadel Law Offices & Estate Planning
Debtmerica, LLC
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
Saint Petersburg, FL
San Gabriel, CA
Dayton, OH
Concord, CA
San Antonio, TX
Denver, CO
Port Jefferson Station, NY
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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