Randall
Block

Transamerica Financial Advisors, Inc

CRD#4975661
Investment Advisor
in Lexington, KY

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About this Advisor

Randall Block is a financial advisor based in Lexington, Kentucky, working with Transamerica Financial Advisors, Inc. Randall has previously held positions at Wfg, Block Wealth Management Inc, Transamerica Financial Advisors, Inc, and Netlaw Inc. Randall has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky and North Carolina. Currently, Randall is part of Transamerica Financial Advisors, Inc, which operates out of Lexington, Kentucky. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2700 Old Rosebud Rd. Ste 310C
Lexington, KY 40509

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

KY Average: 62
Total Number of Accounts

45,001

KY Average: 2,474
Average Account Size

$35,987

KY Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Randall Block Work History

2019 - Present (5 years)

Netlaw Inc

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

Block Wealth Management Inc

2003 - Present (21 years)

Wfg

Disclosures

Please visit the SEC profile of Randall Block 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

Donald Coombs
Concord, CA
Yancey Mbolda
Houston, TX
Junwei Liu
West Covina, CA
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Jennifer Lewis
Cincinnati, OH
Jonathan Fonash
Cedar Rapids, IA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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