Steven
Garside
Transamerica Financial Advisors, Inc
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About this Advisor
Steven Garside is a financial advisor based in Layton, Utah with a total of 2 years of relevant experience. Garside currently works for Transamerica Financial Advisors, Inc. Over the course of their career, Garside has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Harte Hanks, Marketstar, Weber State University, O. C. Tanner, The Church Of Jesus Christ Of Latter-Day Saints and Wealthwave. Garside holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Utah. Transamerica Financial Advisors, Inc is a financial advisory company headquartered in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It handles $2 billion in assets between its 59,659 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which service is offered. Fee types charged 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
Steven Garside Work History
Steven has been registered as a financial advisor for 2 years.*
The Church Of Jesus Christ Of Latter-Day Saints
O. C. Tanner
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Wealthwave
Weber State University
Harte Hanks
Marketstar
*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 Steven Garside 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
Irvine, CA
Draper, UT
Braintree, MA
Rancho Santa Margarita, CA
Pasadena, CA
Bridgeport, MI
San Antonio, TX
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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