Kenan
Godfrey

Transamerica Financial Advisors, Inc

CRD#4737840
Investment Advisor
in Macon, GA

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About this Advisor

Kenan Godfrey is a financial advisor based out of Macon, Georgia with a total of 4 years of industry experience. Godfrey is on the advisory team at Transamerica Financial Advisors, Inc. Godfrey has gained experience at Cambridge Investment Research, Inc, Retirement Plan Advisors, LLC, New York Life Insurance Co, Godfrey Financial Group, LLC, Eagle Strategies LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Nylife Securities LLC, Kenan Godfrey, LLC, Salterrae Foundation, Cambridge Investment Research, Net Law Group, Inc, College Loan Freedom, Debtmerica LLC, St. Joseph Catholic School and Legacy Shield. Godfrey holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia and Texas. Transamerica Financial Advisors, Inc is a financial advisory company 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 controls $2 billion in assets under management across its 59,659 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc performs a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of services. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

2218 Ingleside Ave
Macon, GA 31204

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

GA Average: 62
Total Number of Accounts

59,659

GA Average: 2,474
Average Account Size

$30,430

GA 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

Kenan Godfrey Work History

Kenan has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

St. Joseph Catholic School

2021 - Present (3 years)

Legacy Shield

2020 - Present (4 years)

College Loan Freedom

2018 - Present (6 years)

Transamerica Financial Advisors, Inc

2018 - Present (6 years)

World Financial Group, Inc

2014 - Present (10 years)

Kenan Godfrey, LLC

2014 - Present (10 years)

Net Law Group, Inc

2020 - 2022 (2 years)

Debtmerica LLC

2018 - 2018 (< 1 year)

Eagle Strategies LLC

2017 - 2017 (< 1 year)

New York Life Insurance Co

2017 - 2018 (1 year)

Godfrey Financial Group, LLC

2017 - 2018 (1 year)

Nylife Securities LLC

2016 - 2018 (2 years)

Salterrae Foundation

2013 - 2017 (4 years)

Cambridge Investment Research, Inc

2013 - 2017 (4 years)

Retirement Plan Advisors, LLC

2013 - 2017 (4 years)

Cambridge Investment Research

*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 Kenan Godfrey 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

Tarl Reynoso
Orem, UT
Pamela Rodriguez
San Antonio, TX
Weihua Wu
Irvine, CA
Qi Dong
Plano, TX
Shih-Sheng Li
Milpitas, CA
Julie Sun
Bellevue, WA
David Winn
Bridgeport, MI
Patrick Dailey
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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