Stephanie
Storey
Transamerica Financial Advisors, Inc
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About this Advisor
Stephanie Storey is a financial advisor based in Thousand Oaks, California, working with Transamerica Financial Advisors, Inc. Stephanie has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Cooper Properties, Stephanie Storey Notary Public, Zein Insurance Services Inc, Johnsonwood, Inc, Pinnacle Estate Property Inc, Robert Booth Agent, Stephanie Storey, Sole Proprietor, Debt Negotiators, Anthem, Aetna, and Proctor Gallagher Institute. Stephanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Stephanie is part of Transamerica Financial Advisors, Inc, which operates out of Thousand Oaks, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephanie Storey Work History
Pinnacle Estate Property Inc, Robert Booth Agent
Stephanie Storey, Sole Proprietor
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Stephanie Storey Notary Public
Proctor Gallagher Institute
Debt Negotiators
Anthem
Aetna
Zein Insurance Services Inc
Johnsonwood, Inc
Cooper Properties
Disclosures
Please visit the SEC profile of Stephanie Storey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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