Mathew
Duvall
Transamerica Financial Advisors, Inc
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About this Advisor
Mathew Duvall is a financial advisor operating in Thousand Oaks, California with a total of 2 years of industry experience. Duvall is currently employed by Transamerica Financial Advisors, Inc. Duvall has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Bonita Unified School District, Azusa Pacific University and Mt. San Antonio College. Duvall maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in assets under management across its 59,659 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a diverse 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 for financial advisory services typically depend on which service is provided. 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
Mathew Duvall Work History
Mathew has been registered as a financial advisor for 2 years.*
Mt. San Antonio College
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Bonita Unified School District
Mt. San Antonio College
Mt. San Antonio College
Azusa Pacific University
*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 Mathew Duvall 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
Braintree, MA
Colorado Springs, CO
Woodland Hills, CA
Plano, TX
Plano, TX
Draper, UT
Pasadena, CA
San Antonio, TX
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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