Keith
Crogan
Transamerica Financial Advisors, Inc
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About this Advisor
Keith Crogan is a financial advisor who works in Tampa, Florida who has 3 years of relevant experience. Crogan is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Aamp;L Laboratory, Portland Water District, Kmea, Woodford Acquisitions LLC and Wealthwave. Crogan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, North Carolina and Texas. Transamerica Financial Advisors, Inc is a financial advisory firm operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It oversees $2 billion in total assets among its 59,659 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types 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
Keith Crogan Work History
Keith has been registered as a financial advisor for 3 years.*
Woodford Acquisitions LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Wealthwave
Kmea
Aamp;L Laboratory
Portland Water District
Student
*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 Keith Crogan 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
Orem, UT
San Antonio, TX
Bridgeport, MI
Plano, TX
San Antonio, TX
Bellevue, WA
Pasadena, CA
Woodland Hills, CA
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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