linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Gene McDaniel

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Gene McDaniel

Kevin McDaniel is a financial advisor with Transamerica Financial Advisors, Inc. located in Orange, California. Kevin has been in the securities industry since 1992 and has experience with both individual and institutional clients. He specializes in financial planning, portfolio management, and investment advisory services. Kevin is a registered representative with FINRA and a registered investment advisor with the state of California. Kevin holds the Series 6, Series 7, Series 26, Series 63, and Series 65 securities licenses. Kevin has also been recognized for his work in the insurance industry, holding a Certified Insurance Agent designation.

Firm Information

Kevin McDaniel 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin McDaniel’s Registration & Firm History

CA

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (ORANGE CA)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ORANGE CA)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

09/01/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

Not sure if Kevin Gene McDaniel is right for you?

Licenses & Designations

IA

Issued 07/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/28/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Gene McDaniel.
Not sure if Kevin Gene McDaniel is right for you?