John
Bingham

Transamerica Financial Advisors, Inc

CRD#7283417
Investment Advisor
in South Jordan, UT

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About this Advisor

John Bingham is a financial advisor working in South Jordan, Utah with a total of 3 years of industry experience. Bingham is on the advisory team at Transamerica Financial Advisors, Inc. Throughout their career, Bingham has worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, John Bingham, Starting Over Starting Late Or Both - Book, Managed Wealth Financial and Wealthwave. Bingham holds 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 Texas and Utah. Transamerica Financial Advisors, Inc is a company that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It has $2 billion in assets under management between its 59,659 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. Transamerica Financial Advisors, Inc performs a diverse array 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 usually vary depending on the type of financial services offered. However, fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 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 100 And 180
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

John Bingham Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Transamerica Financial Advisors, Inc

2020 - Present (4 years)

World Financial Group, Inc

2020 - Present (4 years)

Managed Wealth Financial

2020 - Present (4 years)

Wealthwave

2019 - Present (5 years)

Starting Over Starting Late Or Both - Book

2009 - Present (15 years)

John Bingham

*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 John Bingham 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

Mark Frank
Englewood, CO
Jjean-Claude Baldivino
Rancho Cucamonga, CA
James Shoblo
Colorado Springs, CO
Edward Peterson
Plano, TX
Diego Conejo
Pasadena, CA
Brian Schiavo
Allentown, PA
Chad Tacia
San Antonio, TX
Qi Dong
Plano, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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