Owen
Boardman

Transamerica Financial Advisors, Inc

CRD#4791792
Investment Advisor
in Draper, UT

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About this Advisor

Owen Boardman is a financial advisor based out of Draper, Utah, with a total of 19 years of experience as a financial advisor. Boardman is an advisor for Transamerica Financial Advisors, Inc. Over the course of their career, Boardman has held roles at Wfg, Performance Detail, World Group Securities, Iai, Titan Global, Transamerica Financial Advisors, Inc and Reltus LLC. Boardman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Draper, Utah. The investment advisory business has offices in 304 locations and a total of 1,274 employees. It oversees $973 million in assets under management between its 22,673 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 22,673 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fees charged by Transamerica Financial Advisors, Inc can consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

Yes

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

Owen Boardman Work History

Owen has 19 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2012 - Present (7 years)

Reltus LLC

2004 - Present (15 years)

Wfg

1999 - Present (20 years)

Performance Detail

2011 - 2012 (1 year)

Titan Global

2008 - 2012 (4 years)

Iai

2007 - 2012 (5 years)

World Group Securities

Disclosures

Owen Boardman has 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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