Gerald
Kane
Transamerica Financial Advisors, Inc
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About this Advisor
Gerald Kane is a financial advisor operating in Blackfoot, Idaho who has 4 years of relevant experience. Kane is on the advisory team at Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Law Offices Of Gerald L. Kane, Cssc Brokerage Services, Inc, Enlighten Finance LLC, Southern California National Academy Of Elder Law Attorney Board, World Financial Group, Transamerica Financial Advisors, Blue Shield Of California, Student Optimum Services, Debtmerica, Wfg Direct and Intervivos, Pllc. Kane has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to serve investors in California and Idaho. Transamerica Financial Advisors, Inc is a firm based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It handles $2 billion in assets between its 59,659 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely vary depending on the type of financial services. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Gerald Kane Work History
Gerald has been registered as a financial advisor for 4 years.*
Wfg Direct
Blue Shield Of California
Student Optimum Services
Intervivos, Pllc
World Financial Group
Transamerica Financial Advisors
Law Offices Of Gerald L. Kane
Debtmerica
Southern California National Academy Of Elder Law Attorney Board
Enlighten Finance LLC
Cssc Brokerage Services, 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 Gerald Kane 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
Bellevue, WA
Macon, GA
Irvine, CA
Colorado Springs, CO
Pasadena, CA
San Antonio, TX
San Antonio, TX
Bridgeport, MI
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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