Meileh
Burns
Transamerica Financial Advisors, Inc
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About this Advisor
Meileh Burns is a financial advisor operating in Brea, California, who has 11 years of relevant experience. Burns is currently employed by Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Twin Star Group, LLC, Debtmerica Relief, Transamerica Financial Advisors, Inc, Ricoh Usa, Freedom In Christ Church, Changed Church, Paul Mcdonald Big Band and Prejem Real Estate. Burns maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California, New Jersey and Texas. Transamerica Financial Advisors, Inc is an advisory firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It manages $2 billion in assets between its 59,659 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. Transamerica Financial Advisors, Inc provides a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types billed 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
Meileh Burns Work History
Meileh has been registered as a financial advisor for 11 years.*
Paul Mcdonald Big Band
Changed Church
Transamerica Financial Advisors, Inc
Debtmerica Relief
World Financial Group
Twin Star Group , LLC
Prejem Real Estate
Freedom In Christ Church
Ricoh Usa
*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 Meileh Burns 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
San Jose, CA
Englewood, CO
Rancho Santa Margarita, CA
Milpitas, CA
Bellevue, WA
Cincinnati, OH
Pasadena, CA
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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