Shkira
Singh

Transamerica Financial Advisors, Inc

CRD#4318894
Investment Advisor
in Woodland Hills, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shkira Singh is a financial advisor operating in Woodland Hills, California. Singh is on the advisory team at Transamerica Financial Advisors, Inc. Throughout their career, Singh has worked at Unionbanc Investment Services, Lpl Financial LLC, Nfp Advisor Services, LLC, Kestra Financial Services, Inc, Supreme Alliance LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Transformation Inside Out, Psa Wealth Management, Empower Business Everywhere:How To Change The World With Your Wh, The Little Black Book Of Fitness: Breakthroughs Insights From, Not Another Broke Athlete: A Simple And Straightforward Plan, The Virtuity Edge, Doterra Oils, Conscious Wealth, Rental Property, Tio Mm LLC, National Asset Management and National Securities Corp. Singh maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in California. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It manages $2 billion in assets among its 59,659 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm 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. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

Office Location

21300 Victory Blvd. Suite 120
Woodland Hills, CA 91367

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

CA Average: 62
Total Number of Accounts

59,659

CA Average: 2,474
Average Account Size

$30,430

CA Average: $750,025

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

Shkira Singh Work History

Shkira has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Transamerica Financial Advisors, Inc

2023 - Present (1 year)

Rental Property

2019 - Present (5 years)

World Financial Group, Inc

2019 - Present (5 years)

The Virtuity Edge

2018 - Present (6 years)

Transformation Inside Out

2017 - Present (7 years)

The Little Black Book Of Fitness: Breakthroughs Insights From

2017 - Present (7 years)

Not Another Broke Athlete: A Simple And Straightforward Plan

2017 - Present (7 years)

Doterra Oils

2015 - Present (9 years)

Empower Business Everywhere:How To Change The World With Your Wh

2021 - 2023 (2 years)

Tio Mm LLC

2020 - 2022 (2 years)

Supreme Alliance LLC

2018 - 2023 (5 years)

Conscious Wealth

2018 - 2018 (< 1 year)

National Asset Management

2018 - 2018 (< 1 year)

National Securities Corp

2016 - 2018 (2 years)

Kestra Financial Services, Inc

2015 - 2016 (1 year)

Nfp Advisor Services, LLC

2013 - 2015 (2 years)

Lpl Financial LLC

2013 - 2018 (5 years)

Psa Wealth Management

2008 - 2013 (5 years)

Unionbanc Investment Services

*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 Shkira Singh 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

James Shoblo
Colorado Springs, CO
Himawan Brasali
San Carlos, CA
Weihua Wu
Irvine, CA
Qi Dong
Plano, TX
Shih-Sheng Li
Milpitas, CA
Jjean-Claude Baldivino
Rancho Cucamonga, CA
Chad Tacia
San Antonio, TX
Michael Burns
Braintree, MA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started