Philip
Kingrey
Transamerica Financial Advisors, Inc
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About this Advisor
Philip Kingrey is a financial advisor based in Dayton, Ohio, working with Transamerica Financial Advisors, Inc. Philip has previously held positions at World Financial Group, Transamerica Financial Advisors, Inc, The Church Of Jesus Christ Of Latter-Day Saints (Miamisburg Ward), and Ps Kingrey & Co, LLC. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, North Carolina, Ohio, and Texas. Currently, Philip is part of Transamerica Financial Advisors, Inc, which operates out of Dayton, Ohio. 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Philip Kingrey Work History
The Church Of Jesus Christ Of Latter-Day Saints (Miamisburg Ward
Ps Kingrey & Co, LLC
Transamerica Financial Advisors, Inc
World Financial Group
Disclosures
Please visit the SEC profile of Philip Kingrey 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
Englewood, CO
South Jordan, UT
Cincinnati, OH
Houston, TX
Port Jefferson Station, NY
Fishers, IN
Portland, OR
Ontario, CA
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