John
Mileham

Transamerica Financial Advisors, Inc

CRD#1090766
Investment Advisor
in New York, NY
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About this Advisor

John Mileham is a financial advisor based in New York, New York. Currently an advisor with Transamerica Financial Advisors, Inc, they have accrued 15 years of work experience. Mileham has Series 63 and Series 66 licenses, certifying them as a securities representative. Mileham can work with customers based out of New Jersey. Over the course of their career, they have held roles at John Mileham Insurance Brokers, Allstate Insurance Company, John Hancock Signators Investors Inc, John Hancock Financial Services, Allstate Financial Services, Transamerica Financial Advisors, Inc and World Financial Group. Transamerica Financial Advisors, Inc is based out of New York, New York, and has 304 other offices in the country. As an advisory firm, Transamerica Financial Advisors, Inc manages $973 million in assets throughout 22,673 client accounts and employs more than 1,274 people. The level of assets currently under the firm's management places it among the bigger firms in the nation. The firm manages 8,187 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Transamerica Financial Advisors, Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 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, Fixed Fees, Commissions

Disclosures

No

Office Location

116 West 23Rd Street Suite 500
New York, NY 10011

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$972,548,629

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

1,274

NY Average: 62
Total Number of Accounts

22,673

NY Average: 2,474
Average Account Size

$42,895

NY Average: $750,025

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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

John Mileham Work History

John has 15 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2012 - Present (7 years)

World Financial Group

2011 - Present (8 years)

John Mileham Insurance Brokers

2009 - 2011 (2 years)

John Hancock Signators Investors Inc

2009 - 2011 (2 years)

John Hancock Financial Services

2003 - 2009 (6 years)

Allstate Insurance Company

2003 - 2009 (6 years)

Allstate Financial Services

Disclosures

John Mileham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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