Kimberly
Matthews

Transamerica Financial Advisors, Inc

CRD#4709021
Investment Advisor
in Duluth, GA

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About this Advisor

Kimberly Matthews is a financial advisor based in Duluth, Georgia with 11 years of relevant experience. Matthews currently works for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at World Financial Group, Inc, Transamerica Financial Advisors, Inc, Healthcare Pro'S, Netlaw, Northeast Georgia Home Health, Partner With Lhc Group and Nurse Staffing Agency. Matthews holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Georgia. Transamerica Financial Advisors, Inc is a registered investment company headquartered in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in assets under management across its 59,659 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc performs a broad range 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 fees typically are based on the type of financial services provided. However, fee types charged 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

6475-A East Johns Crossing
Duluth, GA 30097

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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

Kimberly Matthews Work History

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

2021 - Present (3 years)

Nurse Staffing Agency

2019 - Present (5 years)

Netlaw

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2003 - Present (21 years)

World Financial Group, Inc

2021 - 2021 (< 1 year)

Northeast Georgia Home Health, Partner With Lhc Group

2014 - 2018 (4 years)

Healthcare Pro'S

*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 Kimberly Matthews 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

Chima Uzobuihe
Laurel, MD
Himawan Brasali
San Carlos, CA
Qi Dong
Plano, TX
Jjean-Claude Baldivino
Rancho Cucamonga, CA
Diego Conejo
Pasadena, CA
Michael Burns
Braintree, MA
Chad Tacia
San Antonio, TX
Weihua Wu
Irvine, 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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