Virginia
Mondonedo

Transamerica Financial Advisors, Inc

CRD#5887295
Investment Advisor
in Laguna Hills, CA

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About this Advisor

Virginia Mondonedo is an investment advisor located in Laguna Hills, California. Currently a registered financial advisor at Transamerica Financial Advisors, Inc, Mondonedo has 11 years of professional experience as an investment advisor. Mondonedo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Mondonedo is registered to work with investors in California. Throughout their career, Mondonedo has worked at Us Graphic Arts & Services Corporation, World Financial Group, World Group Securities, Investment Advisors International, Inc, Transamerica Financial Advisors, Inc, Alvarez, Mondonedo Co., LLC and Rotary Club Of Greater Chino Hills. Transamerica Financial Advisors, Inc is headquartered in Laguna Hills, California, and operates out of 312 additional brick-and-mortar locations in the country. As a registered investment firm, Transamerica Financial Advisors, Inc manages $1 billion in assets dispersed across 45,703 accounts and employs more than 1,271 people. The level of assets currently under the firm's management makes it one of the bigger firms in the country. The firm manages 11,800 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Transamerica Financial Advisors, Inc can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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 12 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

John Belanger
Calabasas, CA
Avi Crane
Laguna Hills, CA
Richard Christman
Duluth, GA
Juan Aguilar
Renton, WA
Weijun Zhang
Plainsboro, NJ
Cydni Klauss
Portland, OR
Amanda Ryba
San Jose, CA
Litonya Allen
Portland, OR

This content was compiled from the SEC and FINRA.

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