Steven
Stockdale

Transamerica Financial Advisors, Inc

CRD#2551340
Investment Advisor
in Draper, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Stockdale is a financial advisor working out of Draper, Utah, who has been in the advisory business for 15 years. Stockdale is an employee of Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at Wfg, Wgs, Inc, Iai, Mmsmgd and Transamerica Financial Advisors, Inc. Stockdale holds 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 firm based out of Draper, Utah. The investment advisory business has offices in 304 locations and a total of 1,274 people on staff. It has $973 million in assets under management among its 22,673 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 22,673 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc has 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 advisory fee schedules typically vary depending on which service is provided. However, fees billed by Transamerica Financial Advisors, Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

No

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Stockdale Work History

Steven has 15 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2003 - Present (16 years)

Wfg

2010 - 2017 (7 years)

Mmsmgd

2008 - 2012 (4 years)

Iai

2004 - 2012 (8 years)

Wgs,Inc

Disclosures

Steven Stockdale has no 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started