Robin
Bundy

Transamerica Financial Advisors, Inc

CRD#1201496
Investment Advisor
in Las Vegas, NV

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About this Advisor

Robin Bundy is a financial advisor based in Las Vegas, Nevada, working with Transamerica Financial Advisors, Inc. Robin has previously held positions at Wfg, Care First Home Care, LLC, Rsb Associates, Robin Bundy Rental Properties, Robin Bundy Vacation Rental, Dlarkk Flp, S. Bundy Investment Company, Inc, Spread The Aloha To The Kids.Org, Serenity Hospice, Transamerica Financial Advisors, Inc, First Person Care Clinic, Care To Be Home, Pca, Rjb Real Estate Holdings, LLC, Mpowering America, Mr Investments LLC, Regenerateme Iv Hydration, Champion Health, Inc, and Senior Life Insurance Company. Robin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada and Texas. Currently, Robin is part of Transamerica Financial Advisors, Inc, which operates out of Las Vegas, Nevada. 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 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

8861 W. Sahara Ave. Suite 260
Las Vegas, NV 89117

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

NV Average: 62
Total Number of Accounts

45,001

NV Average: 2,474
Average Account Size

$35,987

NV Average: $750,025

Investment Advisory Services

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

Robin Bundy Work History

2023 - Present (2 years)

Champion Health, Inc

2023 - Present (2 years)

Senior Life Insurance Company

2022 - Present (3 years)

Regenerateme Iv Hydration

2020 - Present (5 years)

Mr Investments LLC

2016 - Present (9 years)

Rjb Real Estate Holdings, LLC

2014 - Present (11 years)

Spread The Aloha To The Kids.Org

2013 - Present (12 years)

First Person Care Clinic

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2009 - Present (16 years)

Robin Bundy Rental Properties

2009 - Present (16 years)

Robin Bundy Vacation Rental

2008 - Present (17 years)

Rsb Associates

2001 - Present (24 years)

Wfg

2000 - Present (25 years)

Dlarkk Flp

2000 - Present (25 years)

S. Bundy Investment Company, Inc

2019 - 2023 (4 years)

Mpowering America

2015 - 2016 (1 year)

Care To Be Home, Pca

2011 - 2014 (3 years)

Serenity Hospice

2008 - 2015 (7 years)

Care First Home Care, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robin Bundy 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

Jonathan Fonash
Cedar Rapids, IA
Lawrence Okechukwu
Houston, TX
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Yancey Mbolda
Houston, TX
Robin Corley
Falls Church, VA
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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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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