James
Shoblo
Transamerica Financial Advisors, Inc
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About this Advisor
James Shoblo is a financial advisor who works out of Colorado Springs, Colorado with a total of 6 years of industry experience. Shoblo currently works for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Mga Home Healthcare, Transamerica Financial Advisors, Inc and World Financial Group, Inc. Shoblo maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Transamerica Financial Advisors, Inc is an advisory business operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in assets under management between its 59,659 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 59,659 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services the firm provides the client. Fees charged 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
James Shoblo Work History
James has been registered as a financial advisor for 6 years.*
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Mga Home Healthcare
*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 James Shoblo 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
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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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