Steven
Coute

Transamerica Financial Advisors, Inc

CRD#5711259
Investment Advisor
in Riverside, CA

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About this Advisor

Steven Coute is a financial advisor based in Riverside, California, working with Transamerica Financial Advisors, Inc. Steven has previously held positions at Wfgia, Sc Distributing, Rental Property - Steven Coute, Transamerica Financial Advisors, Inc, and Emergency Management Team (Emt). Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Steven is part of Transamerica Financial Advisors, Inc, which operates out of Riverside, 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 selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

11801 Pierce Street Suite 215
Riverside, CA 92505

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Steven Coute Work History

2018 - Present (7 years)

Emergency Management Team (Emt)

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2009 - Present (16 years)

Wfgia

2007 - Present (18 years)

Sc Distributing

2002 - Present (23 years)

Rental Property - Steven Coute

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Steven Coute 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

Yancey Mbolda
Houston, TX
Lawrence Okechukwu
Houston, TX
Gregory Clingerman
Dayton, OH
Jennifer Lewis
Cincinnati, OH
Angel Vidal
Port Jefferson Station, NY
Jeremiah Schalk
Cincinnati, OH
Pamela Rodriguez Reiffert
San Antonio, TX
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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