David
Folkerson

Transamerica Financial Advisors, Inc

CRD#850163
Investment Advisor
in Draper, UT

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About this Advisor

David Folkerson is a financial advisor operating in Draper, Utah, who has 13 years of professional experience. Folkerson is on the advisory team at Transamerica Financial Advisors, Inc. Throughout their career, they have worked at Transamerica Financial Advisors, Inc, Equitrust Marketing Service, World Financial Group, Inc, Fbl Marketing Services, LLC, First Priority Insurance and Uber. Folkerson maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Utah. Transamerica Financial Advisors, Inc is a financial advisory firm that has its headquarters in Draper, Utah. The firm has offices in 304 locations and a total of 1,274 financial advisors. It handles $973 million in assets among its 22,673 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 22,673 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Transamerica Financial Advisors, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually depend on the financial services provided. Fee types charged by Transamerica Financial Advisors, Inc most likely consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

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

David Folkerson Work History

David has 13 years of experience.

2017 - Present (2 years)

Uber

2014 - Present (5 years)

Transamerica Financial Advisors, Inc

2013 - Present (6 years)

World Financial Group, Inc

2013 - Present (6 years)

First Priority Insurance

2005 - 2013 (8 years)

Equitrust Marketing Service

2005 - 2013 (8 years)

Fbl Marketing Services, LLC

Disclosures

David Folkerson has no 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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