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Gerald Lee Kane

Transamerica Financial Advisors, Inc.

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About Gerald Lee Kane

Gerald Kane is a financial advisor at Transamerica Financial Advisors, Inc. with over 25 years of experience in the financial services industry. Gerald's previous experience includes positions at CSSC Brokerage Services, Inc., WMA Securities, Inc. and NYLIFE Securities Inc.. Gerald is a licensed insurance agent in California and Idaho. Gerald's areas of expertise include financial planning, portfolio management, and insurance.

Firm Information

Gerald Kane 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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Gerald Kane’s Registration & Firm History

ID

07/08/2024 - Present

Transamerica Financial Advisors, Inc. (Meridian ID)

CA

12/11/2013 - 06/27/2018

CSSC BROKERAGE SERVICES, INC. (ENCINO CA)

GA

05/05/1998 - 12/31/1999

WMA SECURITIES, INC. (DULUTH GA)

NY

02/03/1997 - 05/02/1997

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/10/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Lee Kane.
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