Barbara
Tilka
Transamerica Financial Advisors, Inc
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About this Advisor
Barbara Tilka is a financial advisor who works out of Jacksonville, Florida, who has 10 years of relevant experience. Tilka works at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Trident Consulting And Services Inc, Safe And Healthy Duval Coalition, Transamerica Financial Advisors, Inc, Works Of B&B, LLC, Debtmerica And Optima Tax Relief, College Loan Freedom, United Financial Freedom, Netlaw Inc, Heartland Institute Of Financial Education, Bob Bullet LLC, Us Processing Solutions, Wealthwave and Legal Shield. Tilka has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, New Jersey and Texas. Transamerica Financial Advisors, Inc is a firm operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in assets across its 59,659 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed 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
Barbara Tilka Work History
Barbara has been registered as a financial advisor for 10 years.*
Us Processing Solutions
Bob Bullet LLC
United Financial Freedom
Netlaw Inc
Heartland Institute Of Financial Education
Legal Shield
College Loan Freedom
Works Of B&B, LLC
Wealthwave
Safe And Healthy Duval Coalition
World Financial Group
Transamerica Financial Advisors, Inc
Trident Consulting And Services Inc
Debtmerica And Optima Tax Relief
*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 Barbara Tilka 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
Downers Grove, IL
Houston, TX
Macon, GA
Rancho Santa Margarita, CA
Braintree, MA
Port Jefferson Station, NY
Irvine, CA
Plano, TX
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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