Deanne
Argyle

Transamerica Financial Advisors, Inc

CRD#7366086
Investment Advisor
in South Jordan, UT

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About this Advisor

Deanne Argyle is a financial advisor working out of South Jordan, Utah who has 2 years of relevant experience. Argyle is an employee of Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Infinitus Capital Management, Juice Plus, Managed Wealth Financial and Wealthwave. Argyle maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Transamerica Financial Advisors, Inc is an advisory business based out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It handles $2 billion in assets across its 59,659 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Office Location

10653 S. River Front Pkwy Suite 190
South Jordan, UT 84095

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

UT Average: 62
Total Number of Accounts

59,659

UT Average: 2,474
Average Account Size

$30,430

UT Average: $750,025

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

Deanne Argyle Work History

Deanne has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Infinitus Capital Management

2022 - Present (2 years)

Juice Plus

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2020 - Present (4 years)

Wealthwave

2012 - Present (12 years)

Managed Wealth Financial

2010 - Present (14 years)

World Financial Group, Inc

*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 Deanne Argyle 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

Amanda Ryba
San Jose, CA
Diego Conejo
Pasadena, CA
Qi Dong
Plano, TX
Shih-Sheng Li
Milpitas, CA
Stephen Gregg
Duluth, GA
Dali Fu
Houston, TX
Patrick Dailey
Rancho Santa Margarita, CA
Weihua Wu
Irvine, 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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