Amy
Brown
Transamerica Financial Advisors, Inc
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About this Advisor
Amy Brown is a financial advisor working in South Jordan, Utah who has 1 year of relevant experience. Brown is currently employed by Transamerica Financial Advisors, Inc. Throughout their career, they have worked at World Financial Group, Inc, Transamerica Financial Advisors, Inc, Business Networking International, Principal Life Insurance Company, Net Law Group Inc, G2G Enterprises, LLC, Wealthwave, Managed Wealth Financial and Roy Christian Church. Brown maintains 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 Utah. Transamerica Financial Advisors, Inc is a business that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets across its 59,659 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a diverse assortment 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 largely are based on the type of financial services offered. 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
Amy Brown Work History
Amy has been registered as a financial advisor for 1 years.*
Roy Christian Church
Principal Life Insurance Company
Wealthwave
Transamerica Financial Advisors, Inc
G2G Enterprises, LLC
World Financial Group, Inc
Managed Wealth Financial
Net Law Group Inc
Business Networking International
*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 Amy Brown 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
Rancho Santa Margarita, CA
Draper, UT
Plano, TX
Braintree, MA
Pasadena, CA
Irvine, CA
San Antonio, TX
Woodland Hills, CA
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