Timothy
Metler
Transamerica Financial Advisors, Inc
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About this Advisor
Timothy Metler is a financial advisor based out of South Jordan, Utah, who has 4 years of relevant experience. Metler currently works for Transamerica Financial Advisors, Inc. Throughout their career, Metler has worked at Metler Holdings, LLC, Foxwood Properties, LLC, Metler Brothers Construction, Inc / Aka Metler Homes, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Legend Real Estate, Inc, Foote Insurance, Lon Sorensen Insurance, Inc, Employer Employee Education Services 501C(3), Sugar Pine LLC, City Wide Home Loans, Legend Health Services, LLC and Landlord Liability Protection, LLC. Metler maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Utah. Transamerica Financial Advisors, Inc is a firm headquartered in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It has $2 billion in assets under management across its 59,659 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 59,659 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a diverse set 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 largely vary depending on which services the firm provides the client. 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
Timothy Metler Work History
Timothy has been registered as a financial advisor for 4 years.*
Landlord Liability Protection, LLC
Legend Health Services, LLC
Employer Employee Education Services 501C(3)
Foote Insurance
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Foxwood Properties, LLC
Metler Holdings, LLC
Metler Brothers Construction, Inc / Aka Metler Homes
Legend Real Estate, Inc
Sugar Pine LLC
Lon Sorensen Insurance, Inc
City Wide Home Loans
*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 Timothy Metler 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
Woodland Hills, CA
Plano, TX
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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