Patricia
Cozine-Cole

Transamerica Financial Advisors, Inc

CRD#2275612
Investment Advisor
in Oak Harbor, WA

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About this Advisor

Patricia Cozine-Cole is a financial advisor based in Oak Harbor, Washington with a total of 11 years of relevant experience. Cozine-Cole is an advisor for Transamerica Financial Advisors, Inc. The advisor has gained experience at Wfg, Transamerica Financial Advisors, Inc, Cozine Properties, North Whidbey Fire & Rescue Citizens'S Advisory Committee, Flip Digs 7 LLC and Pcc Rental Income. Cozine-Cole holds Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Washington. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It has $2 billion in assets between its 59,659 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company 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 fees typically vary depending on the services offered. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 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

Office Location

32800 State Route 20 Suite 1
Oak Harbor, WA 98277

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

WA Average: 62
Total Number of Accounts

59,659

WA Average: 2,474
Average Account Size

$30,430

WA Average: $750,025

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

Patricia Cozine-Cole Work History

Patricia has been registered as a financial advisor for 11 years.*

2020 - Present (4 years)

North Whidbey Fire & Rescue Citizens'S Advisory Committee

2015 - Present (9 years)

Flip Digs 7 LLC

2014 - Present (10 years)

Pcc Rental Income

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2001 - Present (23 years)

Wfg

2014 - 2016 (2 years)

Cozine Properties

*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 Patricia Cozine-Cole 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

Patrick Dailey
Rancho Santa Margarita, CA
Karen Ahn
Draper, UT
Edward Peterson
Plano, TX
Michael Burns
Braintree, MA
Diego Conejo
Pasadena, CA
Qi Dong
Plano, TX
Chad Tacia
San Antonio, TX
Raul Reyes
Woodland Hills, CA

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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