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Donald Stewart Braun

Transamerica Financial Advisors, Inc.

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About Donald Stewart Braun

Donald Braun is a financial advisor with Transamerica Financial Advisors, Inc. Donald has over 20 years of experience in the financial services industry. Donald is registered with the state of Utah, North Carolina and Texas, and holds Series 6, 63 and 65 licenses. Donald specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Donald is also licensed to sell insurance products for companies affiliated with Transamerica Financial Advisors, Inc. Donald has extensive experience in working with a wide range of clients including individuals, high-net-worth individuals, corporations, businesses, and charitable organizations.

Firm Information

Donald Braun 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 Braun’s Registration & Firm History

UT

01/07/2015 - Present

Transamerica Financial Advisors, Inc. (SO. JORDAN UT)

GA

04/12/2002 - 07/15/2003

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

02/09/2000 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 05/04/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/02/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Donald Stewart Braun. Review regulatory record here.
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