Mechelle
Sheppard
Transamerica Financial Advisors, Inc
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About this Advisor
Mechelle Sheppard is a financial advisor who works in Tampa, Florida with a total of 5 years of relevant experience. Sheppard is an employee of Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Financial Education Services, Baycare- St Joseph'S Hospital Main, Debtmerica and Umbrella Company Is Baycare Health System. Sheppard holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida and Massachusetts. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets under management among its 59,659 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. 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
Mechelle Sheppard Work History
Mechelle has been registered as a financial advisor for 5 years.*
Umbrella Company Is Baycare Health System
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Debtmerica
Financial Education Services
Baycare- St Joseph'S Hospital Main
*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 Mechelle Sheppard 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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Milpitas, CA
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Plano, TX
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Woodland Hills, CA
Pasadena, CA
Rancho Santa Margarita, 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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