Tina
Dickinson

Transamerica Financial Advisors, Inc

CRD#5656615
Investment Advisor
in Thousand Oaks, CA

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About this Advisor

Tina Dickinson is a financial advisor based in Thousand Oaks, California, working with Transamerica Financial Advisors, Inc. Tina has previously held positions at World Financial Group, Anthem Blue Cross, Cigna, Aetna, Legal Helpers Debt Resolution, LLC, Debtmerica, Transamerica Financial Advisors, Inc, Blue Shield Of California, Pre-Existing Condition Insurance Plan, Unitedhealthcare, Kaiser Permante, Benefitmall, Covered California, Health Net, Writ, LLC, Choice Administrators, Health Insurance, Heartland Institute Of Financial Education, 24 Hour Home Care, LLC, and Real Estate Rental Property. Tina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, North Carolina, and Texas. Currently, Tina 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 selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

515 Marin Street Suite 408
Thousand Oaks, CA 91360

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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

Tina Dickinson Work History

2019 - Present (5 years)

24 Hour Home Care, LLC

2017 - Present (7 years)

Heartland Institute Of Financial Education

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

Health Insurance

2010 - Present (14 years)

World Financial Group

2020 - 2023 (3 years)

Real Estate Rental Property

2014 - 2016 (2 years)

Writ, LLC

2014 - 2014 (< 1 year)

Choice Administrators

2013 - 2014 (1 year)

Kaiser Permante

2013 - 2014 (1 year)

Covered California

2013 - 2014 (1 year)

Health Net

2012 - 2014 (2 years)

Blue Shield Of California

2012 - 2014 (2 years)

Pre-Existing Condition Insurance Plan

2012 - 2014 (2 years)

Unitedhealthcare

2011 - 2014 (3 years)

Anthem Blue Cross

2011 - 2014 (3 years)

Cigna

2011 - 2014 (3 years)

Aetna

2011 - 2014 (3 years)

Legal Helpers Debt Resolution, LLC

2011 - 2018 (7 years)

Debtmerica

2009 - 2014 (5 years)

Benefitmall

Disclosures

Please visit the SEC profile of Tina Dickinson 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

Jonathan Fonash
Cedar Rapids, IA
Jennifer Lewis
Cincinnati, OH
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Steven Smith
Portland, OR
Robin Corley
Falls Church, VA
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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