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Kendra S Burgon

Transamerica Financial Advisors, Inc.

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About Kendra S Burgon

Kendra Burgon is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Kendra has been in the financial industry for over 2 years. She has a Series 63, Series 65, and Series 6TO license and is registered in California and Utah. Kendra provides financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Kendra also provides insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. She is a wealthwave and WFG co-brand advisor.

Firm Information

Kendra Burgon 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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Kendra Burgon’s Registration & Firm History

UT

02/26/2024 - Present

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

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Licenses & Designations

IA

Issued 02/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2023

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kendra S Burgon.
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