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Kent Banner

Transamerica Financial Advisors, Inc.

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About Kent Banner

Kent Banner is a financial advisor with Transamerica Financial Advisors, Inc., with over 13 years of experience in the financial services industry. Kent is registered to provide investment advice and sell securities in Idaho, Utah, Oregon, and California. Kent has also completed exams for the Series 6, 63, 65 and 26 licenses and holds the SIE certification. Kent has experience working with a variety of clients including individuals, businesses, high net worth individuals, pension plans, charitable organizations and Section 529 and UGMA/UTMA's. Kent's clients are spread out throughout Idaho and surrounding states. Kent has spent most of their career with Transamerica Financial Advisors, Inc. but previously worked with WORLD GROUP SECURITIES, INC. prior to joining Transamerica Financial Advisors, Inc.

Firm Information

Kent Banner 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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Kent Banner’s Registration & Firm History

ID

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (BLACKFOOT ID)

ID

05/26/2010 - 01/06/2012

WORLD GROUP SECURITIES, INC. (IDAHO FALLS ID)

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Licenses & Designations

IA

Issued 07/09/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kent Banner.
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