Micah
Ethridge

Transamerica Financial Advisors, Inc

CRD#5683314
Investment Advisor
in Jacksonville, FL

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About this Advisor

Micah Ethridge is a financial advisor operating in Jacksonville, Florida with 11 years of industry experience. Ethridge currently works for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at World Financial Group, Jacksonville Fire Rescue Department, Transamerica Financial Advisors, Inc, Neptune Society, Inc, Dal Global Services, Micah Ethridge, Discount Carpet And Floors and J A Edwards Of America, Inc. Ethridge maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Transamerica Financial Advisors, Inc is a firm 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 oversees $2 billion in assets under management among its 59,659 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a wide assortment of services, such as 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 are provided. Fees billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

Office Location

8081 Philips Highway Suite 22
Jacksonville, FL 32256

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

FL Average: $1,855,561,029
Total Number of Employees

1,235

FL Average: 62
Total Number of Accounts

59,659

FL Average: 2,474
Average Account Size

$30,430

FL Average: $750,025

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

Micah Ethridge Work History

Micah has been registered as a financial advisor for 11 years.*

2019 - Present (5 years)

J A Edwards Of America, Inc

2018 - Present (6 years)

Micah Ethridge

2018 - Present (6 years)

Discount Carpet And Floors

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2009 - Present (15 years)

World Financial Group

1996 - Present (28 years)

Jacksonville Fire Rescue Department

2014 - 2016 (2 years)

Dal Global Services

2013 - 2014 (1 year)

Neptune Society, Inc

*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 Micah Ethridge 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

Weihua Wu
Irvine, CA
Julie Sun
Bellevue, WA
Edward Peterson
Plano, TX
Patrick Dailey
Rancho Santa Margarita, CA
James Shoblo
Colorado Springs, CO
Tarl Reynoso
Orem, UT
Diego Conejo
Pasadena, CA
Raul Reyes
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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