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Dean Royal Sanderson

Transamerica Financial Advisors, Inc.

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About Dean Royal Sanderson

Dean Sanderson is a financial advisor with Transamerica Financial Advisors, Inc. Dean is licensed to provide investment advice in California and Texas. Dean has been in the financial services industry since December 2008. Dean has also worked with World Group Securities, Inc. Dean is a Series 6, Series 63, Series 65, and SIE licensed representative. Dean holds a registration as a Registered Representative and Investment Advisor Representative. Dean has over 14 years of experience in the financial services industry. Dean specializes in providing financial advice to individuals, businesses, and charitable organizations.

Firm Information

Dean Sanderson 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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Dean Sanderson’s Registration & Firm History

CA

02/21/2024 - Present

Transamerica Financial Advisors, Inc. (RIVERSIDE CA)

CA

12/15/2008 - 01/06/2012

WORLD GROUP SECURITIES, INC. (CHINO CA)

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Licenses & Designations

IA

Issued 07/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Royal Sanderson.
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