Michael
Paul

Transamerica Financial Advisors, Inc

CRD#5198124
Investment Advisor
in Torrance, CA

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About this Advisor

Michael Paul is an advisor who is based out of Torrance, California. Currently a registered investment advisor with Transamerica Financial Advisors, Inc, Paul has 16 years of professional experience. Paul holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Paul can advise clients based out of California. Throughout their career, they have worked at World Group Securities, World Financial Group, Verdugo Hills Autism Project, Transamerica Financial Advisors, Inc and Debtmerica Relief. Transamerica Financial Advisors, Inc is headquartered in Torrance, California, and operates out of 312 brick-and-mortar locations across the nation. As a company, Transamerica Financial Advisors, Inc oversees $1 billion in assets covering 45,703 client accounts and retains more than 1,271 people. The firm's total assets under management makes it one of the larger investment advisory firms in the nation. The firm manages 11,800 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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, Commissions

Disclosures

Yes

Office Location

21221 S Western Ave Suite 110
Torrance, CA 90501

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

CA Average: 62
Total Number of Accounts

45,703

CA Average: 2,474
Average Account Size

$22,222

CA Average: $750,025

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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

Michael Paul Work History

Michael has 17 years of experience.

2012 - Present (8 years)

Transamerica Financial Advisors, Inc

2012 - Present (8 years)

Debtmerica Relief

2006 - Present (14 years)

World Financial Group

2003 - Present (17 years)

Verdugo Hills Autism Project

2006 - 2012 (6 years)

World Group Securities

Disclosures

Michael Paul has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Sinwai Lee
Greenbelt, MD
James Ritchie
Dayton, OH
Avi Crane
Laguna Hills, CA
Byung Kim
Flushing, NY
John Belanger
Calabasas, CA
Weijun Zhang
Plainsboro, NJ
Cydni Klauss
Portland, OR
Richard Christman
Duluth, GA

This content was compiled from the SEC and FINRA.

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