Robert
Olah

Transamerica Financial Advisors, Inc

CRD#5329802
Investment Advisor
in Draper, UT
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About this Advisor

Robert Olah is a financial advisor operating out of Draper, Utah, who has been in the advisory business for 13 years. Olah works at Transamerica Financial Advisors, Inc. During their career, Olah has held roles at Investment Advisors International, Gel, Delta Airlines, Transamerica Financial Advisors, Inc, Mmsmgd, LLC, World Financial Group, Inc and World Leadership Group. Olah has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Transamerica Financial Advisors, Inc is an advisory firm based in Draper, Utah. The company has offices in 304 locations and a total of 1,274 financial advisors. It controls $973 million in assets among its 22,673 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 22,673 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has 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. Financial management fees usually depend on the type of services offered. Fees charged by Transamerica Financial Advisors, Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Robert Olah Work History

Robert has 13 years of experience.

2015 - Present (4 years)

Transamerica Financial Advisors, Inc

2011 - Present (8 years)

World Financial Group, Inc

2015 - 2018 (3 years)

Mmsmgd, LLC

2012 - 2012 (< 1 year)

Transamerica Financial Advisors, Inc

2011 - 2012 (1 year)

Investment Advisors International

2010 - 2011 (1 year)

Delta Airlines

2007 - 2010 (3 years)

Gel

2005 - 2011 (6 years)

World Leadership Group

Disclosures

Robert Olah has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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