Karen
Ahn
Transamerica Financial Advisors, Inc
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About this Advisor
Karen Ahn is a financial advisor based in Fairfax, Virginia, working with Transamerica Financial Advisors, Inc. Karen has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Norcross First United Methodist Church, High Calling, Inc, and Kellogg Insurance Marketing. Karen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah and Virginia. Currently, Karen is part of Transamerica Financial Advisors, Inc, which operates out of Fairfax, Virginia. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Karen Ahn Work History
Kellogg Insurance Marketing
High Calling, Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Norcross First United Methodist Church
Disclosures
Please visit the SEC profile of Karen Ahn 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
Concord, CA
Houston, TX
Villa Park, IL
Cedar Rapids, IA
Port Jefferson Station, NY
Houston, TX
Falls Church, VA
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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