Noelle
Kim

Transamerica Financial Advisors, Inc

CRD#4058804
Investment Advisor
in Duluth, GA

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About this Advisor

Noelle Kim is a financial advisor working out of Duluth, Georgia with a total of 11 years of relevant experience. Kim is an advisor for Transamerica Financial Advisors, Inc. Over the course of their career, Kim has held roles at World Financial Group, Perez Bakers & Assoc, Transamerica Financial Advisors, Inc, Assurant Health, Netlaw, Mpowering America and Wealthwave. Kim holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and North Carolina. Transamerica Financial Advisors, Inc is a business that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 advisors. It administers $2 billion in assets among its 59,659 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc has 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. Fees charged by financial advisors largely depend on the type of financial services. 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

Noelle Kim Work History

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

2021 - Present (3 years)

Mpowering America

2019 - Present (5 years)

Netlaw

2016 - Present (8 years)

Wealthwave

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

World Financial Group

2013 - 2017 (4 years)

Assurant Health

2010 - 2017 (7 years)

Perez Bakers & Assoc

*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 Noelle Kim 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

Qi Dong
Plano, TX
Tarl Reynoso
Orem, UT
Michael Burns
Braintree, MA
Patrick Dailey
Rancho Santa Margarita, CA
Karen Ahn
Draper, UT
James Shoblo
Colorado Springs, CO
Raul Reyes
Woodland Hills, CA
Diego Conejo
Pasadena, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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