Stephanie
Storey
Transamerica Financial Advisors, Inc
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About this Advisor
Stephanie Storey is a financial advisor operating out of Thousand Oaks, California, with 10 years of relevant experience. Storey is an employee of Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at World Financial Group, Inc, Cooper Properties, Zein Insurance Services Inc, Johnsonwood, Inc, Pinnacle Estate Property Inc, Robert Booth Agent, Stephanie Storey, Sole Proprietor, Debt Negotiators, Anthem, Aetna, Proctor Gallagher Institute, Stephanie Storey Notary Public and Transamerica Financial Advisors, Inc. Storey maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Transamerica Financial Advisors, Inc is a business headquartered in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets between its 59,659 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc offers a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Stephanie Storey Work History
Stephanie has been registered as a financial advisor for 10 years.*
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
*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 Stephanie Storey 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
Irvine, CA
Orem, UT
Braintree, MA
Rancho Santa Margarita, CA
Draper, UT
Colorado Springs, CO
Woodland Hills, CA
Bridgeport, MI
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.
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