Meileh
Burns

Transamerica Financial Advisors, Inc

CRD#5479444
Investment Advisor
in Brea, CA

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About this Advisor

Meileh Burns is a financial advisor based in Brea, California, working with Transamerica Financial Advisors, Inc. Meileh has previously held positions at World Financial Group, Twin Star Group, LLC, Debtmerica Relief, Transamerica Financial Advisors, Inc, Ricoh USA, Freedom In Christ Church, Changed Church, Paul McDonald Big Band, Prejem Real Estate, and Lspn Pro LLC. Meileh has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New Jersey, North Carolina, and Texas. Currently, Meileh is part of Transamerica Financial Advisors, Inc, which operates out of Brea, 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3350 E. Birch Street Suite 208-A
Brea, CA 92821

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CA Average: $1,855,561,029
Total Number of Employees

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Meileh Burns Work History

2024 - Present (0 year)

Lspn Pro LLC

2015 - Present (9 years)

Changed Church

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2007 - Present (17 years)

World Financial Group

2005 - Present (19 years)

Prejem Real Estate

2017 - 2023 (6 years)

Paul Mcdonald Big Band

2014 - 2019 (5 years)

Freedom In Christ Church

2012 - 2017 (5 years)

Ricoh Usa

2008 - 2023 (15 years)

Debtmerica Relief

2007 - 2023 (16 years)

Twin Star Group , LLC

Disclosures

Please visit the SEC profile of Meileh Burns 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

Donald Coombs
Concord, CA
Yancey Mbolda
Houston, TX
Sergio Xula
Villa Park, IL
Jonathan Fonash
Cedar Rapids, IA
Angel Vidal
Port Jefferson Station, NY
Jennifer Lewis
Cincinnati, OH
Robin Corley
Falls Church, VA
Stephen Short
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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