Melvin
Muela
Transamerica Financial Advisors, Inc
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About this Advisor
Melvin Muela is a financial advisor who works out of Stockton, California with a total of 11 years of relevant experience. Muela is an employee of Transamerica Financial Advisors, Inc. The advisor has gained experience at Muela And Associates, Gordito Burrito, Inc, World Financial Group, Inc, Muela & Assoc Mountain House Financial Pass Thru Account, Christian Worship Center, Vaught And Muela Insurance Services, Transamerica Financial Advisors, Inc, Rental Real Estate, Five Star, United American Insurance Company, Blue Shield Of California Life & Health Ins Co, Melvin Muela Pass Through, Wash & Post Inc and Life Song Of Stockton. Muela maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Transamerica Financial Advisors, Inc is a financial advisory firm based 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 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,815,425,709
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,235
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59,659
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$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
Melvin Muela Work History
Melvin has been registered as a financial advisor for 11 years.*
Wash & Post Inc
Melvin Muela Pass Through
Life Song Of Stockton
Blue Shield Of California Life & Health Ins Co
United American Insurance Company
Transamerica Financial Advisors, Inc
Vaught And Muela Insurance Services
Rental Real Estate
World Financial Group, Inc
Gordito Burrito, Inc
Five Star
Muela And Associates
Muela & Assoc Mountain House Financial Pass Thru Account
Christian Worship Center
*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 Melvin Muela 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
San Antonio, TX
Englewood, CO
Braintree, MA
Irvine, CA
Cincinnati, OH
Pasadena, CA
San Antonio, TX
Plano, 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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