Yancey
Mbolda
Transamerica Financial Advisors, Inc
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About this Advisor
Yancey Mbolda is a financial advisor working in Houston, Texas with 5 years of relevant experience. Mbolda is an advisor for Transamerica Financial Advisors, Inc. During their career, Mbolda has held roles at E.I. Du Pont De Nemours And Company, Transamerica Financial Advisors, Inc, World Financial Group, Inc, General Electric, The Dream World, Tricidel LLC, Beaumont Financial Center LLC, Lspn Pro, LLC, National Association Of Registered Social Security Analysts, LTD and World System Builders (Wsb). Mbolda maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana and Texas. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in total assets among its 59,659 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc provides a number of services, including 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 provided. Fees billed 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
Yancey Mbolda Work History
Yancey has been registered as a financial advisor for 5 years.*
Lspn Pro, LLC
National Association Of Registered Social Security Analysts, LTD
Transamerica Financial Advisors, Inc
Beaumont Financial Center LLC
World Financial Group, Inc
World System Builders (Wsb)
The Dream World
Tricidel LLC
E.I. Du Pont De Nemours And Company
General Electric
*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 Yancey Mbolda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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