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Julia Andrea White

Transamerica Financial Advisors, Inc.

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About Julia Andrea White

Julia Andrea White is a financial advisor registered with Transamerica Financial Advisors, Inc. Julia has been in the financial industry since 2006 and is currently registered with the state of Florida. Previously, Julia was employed by World Group Securities, Inc. and Waddell & Reed, Inc. Julia has a Series 66 and Series 7 license. Julia specializes in Retirement Planning and Portfolio Management.

Firm Information

Julia White 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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Julia White’s Registration & Firm History

FL

05/23/2012 - Present

Transamerica Financial Advisors, Inc. (TAMPA FL)

FL

01/06/2012 - 03/13/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)

FL

01/11/2007 - 01/06/2012

WORLD GROUP SECURITIES, INC. (LAKELAND FL)

FL

02/13/2006 - 11/08/2006

WADDELL & REED, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 06/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Julia Andrea White. Review regulatory record here.
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