Nichole
Dorch-Cannon

Transamerica Financial Advisors, Inc

CRD#4369874
Investment Advisor
in Torrance, CA
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About this Advisor

Nichole Dorch-Cannon is an investment advisor based in Torrance, California. Currently a registered investment advisor at Transamerica Financial Advisors, Inc, Dorch-Cannon has 17 years of practice as a financial advisor. Dorch-Cannon holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Dorch-Cannon can advise investors based out of California. Dorch-Cannon has gained experience at Craig - Ellison Living Trust, World Group Securities, Inc, World Financial Group, Inc, New World Mortgage, Inc, Pmac Mortgage, Transamerica Financial Advisors, Inc, Debtmerica, K & N Financial LLC, K & N Cannon and Craig-Ellison LLC. Transamerica Financial Advisors, Inc is located in Torrance, California, and operates out of 304 offices in the United States. Overall, Transamerica Financial Advisors, Inc manages $973 million in assets dispersed across 22,673 accounts and employs more than 1,274 people. The amount of assets the firm manages makes it one of the larger financial advisory firms in the country. The firm manages 8,187 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

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

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

Nichole Dorch-Cannon Work History

Nichole has 17 years of experience.

2016 - Present (3 years)

K & N Cannon

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2012 - Present (7 years)

Debtmerica

2004 - Present (15 years)

Craig - Ellison Living Trust

2004 - Present (15 years)

Craig-Ellison LLC

2001 - Present (18 years)

World Financial Group, Inc

2009 - 2010 (1 year)

Pmac Mortgage

2007 - 2009 (2 years)

New World Mortgage, Inc

2006 - 2013 (7 years)

K & N Financial LLC

2002 - 2012 (10 years)

World Group Securities, Inc

Disclosures

Nichole Dorch-Cannon has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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