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Dakota Loray Best

Transamerica Financial Advisors, Inc.

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About Dakota Loray Best

Dakota Loray Best is an investment advisor representative with Transamerica Financial Advisors, Inc., based in Cedar Rapids, Iowa. Dakota has been in the industry since 2018. They have passed the Series 7, Series 66, and SIE exams, and is licensed to provide investment advice in Iowa and New York. Dakota has previously worked with Edward Jones in St. Louis, Missouri. Dakota specializes in financial planning and portfolio management for individuals.

Firm Information

Dakota Best is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dakota Best’s Registration & Firm History

IA

02/02/2023 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

MO

09/17/2018 - 08/25/2020

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/16/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dakota Loray Best.
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