Kyle
Walker
Transamerica Financial Advisors, Inc
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About this Advisor
Kyle Walker is a financial advisor operating out of South Jordan, Utah with a total of 5 years of relevant experience. Walker is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Capital Financial Services, Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Ing Financial Partners and Redhawk Wealth Advisors. Walker has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Utah. Transamerica Financial Advisors, Inc is a business headquartered 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 total assets among its 59,659 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types 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
Kyle Walker Work History
Kyle has been registered as a financial advisor for 5 years.*
World Financial Group, Inc
Transamerica Financial Advisors, Inc
Redhawk Wealth Advisors
Capital Financial Services, Inc
Ing Financial Partners
*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 Kyle Walker 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
Draper, UT
Orem, UT
Plano, TX
Woodland Hills, CA
San Antonio, TX
Bridgeport, MI
Pasadena, CA
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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