Sandra
Miller
Transamerica Financial Advisors, Inc
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About this Advisor
Sandra Miller is a financial advisor who works in Louisville, Kentucky with a total of 11 years of relevant experience. Miller is an advisor for Transamerica Financial Advisors, Inc. Miller has gained experience at Wfg, Spectrum Financial Group, Swat LLC, Transamerica Financial Advisors, Inc, Wealthwave, Eastgate Village Estates Residents Association and Netlaw Inc. Miller has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Kentucky. Transamerica Financial Advisors, Inc is a firm based in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It oversees $2 billion in total assets between its 59,659 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a wide range of services, including 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 vary depending on the type of services provided. However, fees billed 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
Sandra Miller Work History
Sandra has been registered as a financial advisor for 11 years.*
Wealthwave
Netlaw Inc
Transamerica Financial Advisors, Inc
Wealthwave
Swat LLC
Wfg
Spectrum Financial Group
Eastgate Village Estates Residents Association
*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 Sandra Miller 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
Colorado Springs, CO
San Jose, CA
Plano, TX
Braintree, MA
Pasadena, CA
Orem, UT
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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