Don
Khieu
Transamerica Financial Advisors, Inc
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About this Advisor
Don Khieu is a certified financial planner working in Richardson, Texas who has 11 years of industry experience. Khieu is an employee of Transamerica Financial Advisors, Inc. Over the course of their career, Khieu has held roles at World Financial Group, Transamerica Financial Advisors, Inc, Blue Cross Blue Shield Of Texas, Hife College Planning, Heartland Institute Of Financial Education, Fpa Dallas-Fort Worth Chapter, Wellcare Health Plan, Wsb Arlington LLC, The Wings For Widow and Catholic Charites Dallas. Khieu has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Transamerica Financial Advisors, Inc is a registered investment company operating out of Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It handles $2 billion in assets under management across its 59,659 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically vary depending on the type of financial services offered. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Don Khieu Work History
Don has been registered as a financial advisor for 11 years.*
Fpa Dallas-Fort Worth Chapter
The Wings For Widow
Catholic Charites Dallas
Hife College Planning
Heartland Institute Of Financial Education
Blue Cross Blue Shield Of Texas
Transamerica Financial Advisors, Inc
World Financial Group
Wsb Arlington LLC
Wellcare Health Plan
*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 Don Khieu 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
Orem, UT
San Antonio, TX
Plano, TX
Draper, UT
Pasadena, CA
Braintree, MA
San Antonio, TX
Woodland Hills, 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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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.