Transamerica Financial Advisors, Inc

Investment Advisor
in Draper, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Susan King is a financial advisor working out of Draper, Utah, with 12 years of work experience. King is an employee of Transamerica Financial Advisors, Inc. The advisor has gained experience at World Group Securities, Inc, World Financial Group, Megastar, Investment Advisors International, Inc, Ancestry.Com and Transamerica Financial Advisors, Inc. King holds Series 63, Series 65 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Transamerica Financial Advisors, Inc is a business operating in Draper, Utah. The investment advisory business has offices in 304 locations and a total of 1,274 advisors. It oversees $973 million in assets across its 22,673 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 22,673 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The firm offers 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 typically vary depending on which services the firm provides the client. Fee types billed by Transamerica Financial Advisors, Inc likely consist of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 65

Years of Experience

12 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



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


UT Average: $1,855,561,029
Total Number of Employees


UT Average: 62
Total Number of Accounts


UT Average: 2,474
Average Account Size


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

Susan King Work History

Susan has 12 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2006 - Present (13 years)

World Financial Group

2006 - Present (13 years)


2009 - 2009 (< 1 year)


2009 - 2012 (3 years)

Investment Advisors International, Inc

2006 - 2012 (6 years)

World Group Securities, Inc


Susan King 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