David
Dennis

Transamerica Financial Advisors, Inc

CRD#4191842
Investment Advisor
in Atlanta, GA
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About this Advisor

David Dennis is a chartered financial consultant operating in Atlanta, Georgia, who has been in the financial industry for 11 years. Dennis works at Transamerica Financial Advisors, Inc. The advisor has gained experience at Aig Financial Network, American General Life & Accident Co, Sagepoint Financial, Transamerica Financial Advisors, Inc, Western And Southern Life and Tan. Dennis has a Series 63 license, designating them as a securities agent, and is able to advise clients in Georgia. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Atlanta, Georgia. The company has offices in 304 locations and a total of 1,274 advisors. It administers $973 million in assets among its 22,673 accounts, placing it among the bigger firms in the country by assets under management. Of its 22,673 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a number 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 depend on the type of financial services offered. However, fees charged by Transamerica Financial Advisors, Inc likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

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, Commissions

Disclosures

No

Office Location

3625 Cumberland Blvd Suite 1125
Atlanta, GA 30339

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

GA Average: 62
Total Number of Accounts

45,703

GA Average: 2,474
Average Account Size

$22,222

GA Average: $750,025

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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

David Dennis Work History

David has 11 years of experience.

2017 - Present (2 years)

Transamerica Financial Advisors, Inc

2017 - Present (2 years)

Tan

2015 - 2017 (2 years)

Western And Southern Life

2013 - 2016 (3 years)

Sagepoint Financial

2007 - 2015 (8 years)

Aig Financial Network

2007 - 2015 (8 years)

American General Life & Accident Co

Disclosures

David Dennis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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