Alma
Frandsen

Transamerica Financial Advisors, Inc

CRD#5540719
Investment Advisor
in Draper, UT

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About this Advisor

Alma Frandsen is a financial advisor based out of Draper, Utah, with a total of 10 years of professional experience. Frandsen is an advisor for Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Ad Frandsen Enterprises, Inc, Nylife Securities LLC, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Wildlife X Team, Zest Finance, Rental Real Estate Properties, New York Life and Sky Creek Ranch Gold Club. Frandsen has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Utah. Transamerica Financial Advisors, Inc is a company that has its headquarters in Draper, Utah. The firm has offices in 304 locations and a total of 1,274 financial advisors. It controls $973 million in total assets across its 22,673 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 22,673 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has 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 advisory fees usually vary depending on which services are offered. However, fees charged by Transamerica Financial Advisors, Inc most likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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

Yes

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT 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

Alma Frandsen Work History

Alma has 10 years of experience.

2017 - Present (2 years)

Transamerica Financial Advisors, Inc

2015 - Present (4 years)

World Financial Group, Inc

2014 - Present (5 years)

Ad Frandsen Enterprises, Inc

2014 - Present (5 years)

Wildlife X Team

2013 - 2014 (1 year)

Rental Real Estate Properties

2011 - 2012 (1 year)

Zest Finance

2009 - 2011 (2 years)

Sky Creek Ranch Gold Club

2008 - 2009 (1 year)

Nylife Securities LLC

2008 - 2009 (1 year)

New York Life

Disclosures

Alma Frandsen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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