Timothy
Francis

Transamerica Financial Advisors, Inc

CRD#2381858
Investment Advisor
in Cincinnati, OH

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About this Advisor

Timothy Francis is a financial advisor based in Cincinnati, Ohio, working with Transamerica Financial Advisors, Inc. Timothy has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Med Mutual, Silver Scripts, Envisionrxplus, United Health Care, and Anthem Blue Cross Blue Shield. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Timothy is part of Transamerica Financial Advisors, Inc, which operates out of Cincinnati, 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

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

11421 Chester Road
Cincinnati, OH 45246

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

OH Average: 62
Total Number of Accounts

45,001

OH Average: 2,474
Average Account Size

$35,987

OH Average: $750,025

Investment Advisory Services

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

Timothy Francis Work History

2014 - Present (11 years)

Transamerica Financial Advisors, Inc

2014 - Present (11 years)

World Financial Group, Inc

2017 - 2022 (5 years)

Med Mutual

2017 - 2022 (5 years)

Silver Scripts

2017 - 2022 (5 years)

Envisionrxplus

2017 - 2022 (5 years)

United Health Care

2017 - 2022 (5 years)

Anthem Blue Cross Blue Shield

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Disclosures

Please visit the SEC profile of Timothy Francis 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

Jennifer Lewis
Cincinnati, OH
Lawrence Okechukwu
Houston, TX
Gregory Clingerman
Dayton, OH
Donald Coombs
Concord, CA
Angel Vidal
Port Jefferson Station, NY
Yancey Mbolda
Houston, TX
Pamela Rodriguez Reiffert
San Antonio, TX
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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