Liliana
Keth

Transamerica Financial Advisors, Inc

CRD#5140668
Investment Advisor
in Elk Grove, CA

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About this Advisor

Liliana Keth is a financial advisor based in Elk Grove, California with a total of 11 years of relevant experience. Keth is an employee of Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at World Financial Group, Transamerica Financial Advisors, Inc, Debtmerica, LLC, California Homes And Ranches, Covered Ca, Legacy Shield, Ihss, Lspn, Pro LLC, Jar Insurance Service and Beta Sigma Phi. Keth has Series 63 and Series 65 licenses, qualifying 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 that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It manages $2 billion in total assets across its 59,659 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on the services provided. 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

9355 E. Stockton Blvd Suite 230-A
Elk Grove, CA 95624

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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

Liliana Keth Work History

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

2022 - Present (2 years)

Jar Insurance Service

2022 - Present (2 years)

Beta Sigma Phi

2021 - Present (3 years)

Legacy Shield

2021 - Present (3 years)

Ihss

2014 - Present (10 years)

Covered Ca

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2012 - Present (12 years)

Lspn, Pro LLC

2006 - Present (18 years)

World Financial Group

2013 - 2013 (< 1 year)

California Homes And Ranches

2011 - 2023 (12 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 Liliana Keth 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
Ethan Laine
Portland, OR
Qi Dong
Plano, TX
James Shoblo
Colorado Springs, CO
Jian Qi
Great Neck, NY
David Morris
Campbellsville, KY
Chad Tacia
San Antonio, TX
David Winn
Bridgeport, MI

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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