Kris
Stevenson
Transamerica Financial Advisors, Inc
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About this Advisor
Kris Stevenson is a financial advisor based in Layton, Utah, working with Transamerica Financial Advisors, Inc. Kris has previously held positions at World Financial Group, Inc, Dream Builders Financial Group, Inc, Layton Hills Marketing, LLC, Debtmerica, LLC, Tall Tree Administrators, American Trust Administrators, Inc, Boulder Administration Services, Transamerica Financial Advisors, Inc, Kl Marketing LLC, Link By Legacyshield, LLC, Wealthwave, Lspn Pro LLC, and Netlaw Inc. Kris has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Kris is part of Transamerica Financial Advisors, Inc, which operates out of Layton, Utah. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
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Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kris Stevenson Work History
Lspn Pro LLC
Link By Legacyshield, LLC
Netlaw Inc
Wealthwave
Kl Marketing LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Dream Builders Financial Group, Inc
Debtmerica, LLC
Tall Tree Administrators
American Trust Administrators, Inc
Boulder Administration Services
Layton Hills Marketing, LLC
Disclosures
Please visit the SEC profile of Kris Stevenson 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
Houston, TX
South Jordan, UT
Portland, OR
Englewood, CO
Port Jefferson Station, NY
Tampa, FL
Falls Church, VA
Ontario, CA
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