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Donald Keith Balderson

Transamerica Financial Advisors, Inc.

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About Donald Keith Balderson

Donald Balderson is an investment advisor representative at Transamerica Financial Advisors, Inc. He is licensed to provide investment advice in Florida, Georgia, and Maryland. Donald has been in the financial services industry since 1996. He is a registered representative of Transamerica Financial Advisors, Inc. and holds the Series 6, Series 65, and SIE securities licenses. Donald specializes in providing financial planning and investment advice to individuals. He is also a licensed insurance agent and provides sales oversight for a team of insurance professionals.

Firm Information

Donald Balderson 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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Donald Balderson’s Registration & Firm History

FL

05/30/2018 - Present

Transamerica Financial Advisors, Inc. (LUTZ FL)

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Licenses & Designations

IA

Issued 12/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Keith Balderson.
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