Michael
Paul

Transamerica Financial Advisors, Inc

CRD#5198124
Investment Advisor
in Torrance, CA
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About this Advisor

Michael Paul is a financial advisor operating out of Torrance, California, who has been in the advisory business for 15 years. Paul works at Transamerica Financial Advisors, Inc. Paul has gained experience at World Group Securities, World Financial Group, Verdugo Hills Autism Project, New World Mortgage, Transamerica Financial Advisors, Inc and Debtmerica Relief. Paul has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Transamerica Financial Advisors, Inc is a registered investment company based out of Torrance, California. The firm has offices in 304 locations and a total of 1,274 employees. It handles $973 million in assets across its 22,673 accounts, placing it among the larger firms in the United States by assets under management. Of its 22,673 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a number 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 usually depend on which services the firm provides the client. Fee types charged by Transamerica Financial Advisors, Inc can be comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

21151 S. Western Avenue Suite 165A
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 15 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2012 - Present (7 years)

Debtmerica Relief

2006 - Present (13 years)

World Financial Group

2003 - Present (16 years)

Verdugo Hills Autism Project

2008 - 2008 (< 1 year)

New World Mortgage

2006 - 2012 (6 years)

World Group Securities

Disclosures

Michael Paul has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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