Virginia
Mondonedo

Transamerica Financial Advisors, Inc

CRD#5887295
Investment Advisor
in Laguna Hills, CA

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About this Advisor

Virginia Mondonedo is a financial advisor based out of Laguna Hills, California, who has been in the industry for 10 years. Mondonedo currently works for Transamerica Financial Advisors, Inc. The advisor has gained experience at World Group Securities, Us Graphic Arts & Services Corporation, World Financial Group, Investment Advisors International, Inc, Transamerica Financial Advisors, Inc, Alvarez, Mondonedo Co., LLC and Rotary Club Of Greater Chino Hills. Mondonedo maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Transamerica Financial Advisors, Inc is a business operating out of Laguna Hills, California. The investment advisory business has offices in 304 locations and a total of 1,274 advisors. It has $973 million in assets under management across its 22,673 accounts, placing it among the larger firms in the country by assets under management. Of its 22,673 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a diverse array 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 advisory services typically vary depending on the type of services offered. Fees billed by Transamerica Financial Advisors, Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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, Commissions

Disclosures

No

Office Location

23046 Avenida De La Carlota Suite 420
Laguna Hills, CA 92653

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

CA Average: 62
Total Number of Accounts

45,703

CA Average: 2,474
Average Account Size

$22,222

CA Average: $750,025

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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

Virginia Mondonedo Work History

Virginia has 10 years of experience.

2014 - Present (6 years)

Alvarez, Mondonedo Co., LLC

2012 - Present (8 years)

Transamerica Financial Advisors, Inc

2011 - Present (9 years)

Rotary Club Of Greater Chino Hills

2009 - Present (11 years)

World Financial Group

2011 - 2012 (1 year)

World Group Securities

2011 - 2012 (1 year)

Investment Advisors International, Inc

2008 - 2011 (3 years)

Us Graphic Arts & Services Corporation

Disclosures

Virginia Mondonedo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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