Diego
Pino Mesa

Transamerica Financial Advisors, Inc

CRD#4577881
Investment Advisor
in Portland, OR

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About this Advisor

Diego Pino Mesa is a financial advisor who works in Portland, Oregon with a total of 3 years of relevant experience. Pino Mesa is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Carr Auto Group, Thrivent Investment Management Inc, Thrivent Financial, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Carr Subaru, Mesa View Properties LLC, Diego Mesa Final Expense, United Healthcare and Wealthwave. Pino Mesa holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oregon. Transamerica Financial Advisors, Inc is a registered investment company based out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 financial advisors. It handles $2 billion in assets under management between its 59,659 client accounts, making it one of the largest firms in the country 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 more than $1 million in investable assets. Transamerica Financial Advisors, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on the financial services offered. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Office Location

7421 Sw Bridgeport Rd Suite H-225
Portland, OR 97224

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

OR Average: 62
Total Number of Accounts

59,659

OR Average: 2,474
Average Account Size

$30,430

OR Average: $750,025

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

Diego Pino Mesa Work History

Diego has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

United Healthcare

2023 - Present (1 year)

Wealthwave

2020 - Present (4 years)

Transamerica Financial Advisors, Inc

2020 - Present (4 years)

World Financial Group, Inc

2015 - Present (9 years)

Mesa View Properties LLC

2020 - 2021 (1 year)

Diego Mesa Final Expense

2018 - 2020 (2 years)

Thrivent Investment Management Inc

2018 - 2018 (< 1 year)

Thrivent Financial

2018 - 2020 (2 years)

Thrivent Financial

2018 - 2020 (2 years)

Thrivent Financial

2011 - 2018 (7 years)

Carr Auto Group

2011 - 2018 (7 years)

Carr Subaru

*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 Diego Pino Mesa 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

Patrick Dailey
Rancho Santa Margarita, CA
Tarl Reynoso
Orem, UT
Raul Reyes
Woodland Hills, CA
Edward Peterson
Plano, TX
Qi Dong
Plano, TX
Karen Ahn
Draper, UT
Chad Tacia
San Antonio, TX
Diego Conejo
Pasadena, CA

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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