Kevin
Tabor

Transamerica Financial Advisors, Inc

CRD#5483603
Investment Advisor
in Portland, OR

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About this Advisor

Kevin Tabor is a financial advisor who works in Portland, Oregon, who has 13 years of experience as a financial advisor. Tabor works at Transamerica Financial Advisors, Inc. The advisor has gained experience at Wfg, Wgs, Investment Advisors International, Portland Community College, Ryno Motors, Inc, In Touch Gospel, Mipo- Mentoring Inventing Prospering O, Transamerica Financial Advisors, Inc, Kellogg Insurance Marketing, William Henry, LLC, Tabor Consulting, Senior Choices Nw, Toolbank Usa and United Health Care. Tabor holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Transamerica Financial Advisors, Inc is an advisory company based in Portland, Oregon. The company has offices in 320 locations and a total of 1,266 financial advisors. It controls $1 billion in assets between its 54,800 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 54,800 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely depend on the financial services. Fee types billed by Transamerica Financial Advisors, Inc likely consist of asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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, Commissions

Disclosures

No

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

$1,297,641,409

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

1,266

OR Average: 62
Total Number of Accounts

54,800

OR Average: 2,474
Average Account Size

$23,680

OR 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

Kevin Tabor Work History

Kevin has 13 years of experience.

2016 - Present (5 years)

Kellogg Insurance Marketing

2014 - Present (7 years)

Senior Choices Nw

2012 - Present (9 years)

Transamerica Financial Advisors, Inc

2011 - Present (10 years)

Tabor Consulting

2007 - Present (14 years)

Wfg

2016 - 2019 (3 years)

William Henry, LLC

2013 - 2014 (1 year)

United Health Care

2012 - 2016 (4 years)

Toolbank Usa

2011 - 2014 (3 years)

Mipo- Mentoring Inventing Prospering O

2010 - 2010 (< 1 year)

Ryno Motors, Inc

2010 - 2011 (1 year)

In Touch Gospel

2009 - 2011 (2 years)

Portland Community College

2008 - 2012 (4 years)

Wgs

2008 - 2012 (4 years)

Investment Advisors International

Disclosures

Kevin Tabor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Yan Chen
Warren, NJ
Christopher Risko
Cranford, NJ
Ashley Congjuico
Corona, CA
Cydni Klauss
Portland, OR
Danny Cortez
Honolulu, HI
Litonya Allen
Portland, OR
Bufort Leftwich
San Jose, CA
Diego De Los Santos
Chino Hills, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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