Invested Better
Unclaimed

Unclaimed

Unclaimed

Kimberly Ann Scouller

Transamerica Financial Advisors, Inc.

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

About Kimberly Ann Scouller

Kimberly Scouller is a registered representative of Transamerica Financial Advisors, Inc. and has been in the securities industry since April 7, 1997. Kimberly has passed the Series 6, 7, 24, 26, 63 and 66 exams and is registered to provide securities and investment advisory services in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Puerto Rico, Tennessee, Texas, and the District of Columbia. Kimberly has worked for several firms during her career, including World Group Securities, Inc. and InterSecurities, Inc. Kimberly also holds a legal degree and serves as an attorney for various entities in Georgia, as well as providing financial literacy services through HOW MONEY WORKS, LLC.

Firm Information

Kimberly Scouller 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

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.

Kimberly Scouller’s Registration & Firm History

GA

02/24/2021 - Present

Transamerica Financial Advisors, Inc. (Alpharetta GA)

GA

10/11/2007 - 01/06/2012

WORLD GROUP SECURITIES, INC. (JOHNS CREEK GA)

GA

01/23/2002 - 08/16/2006

WORLD GROUP SECURITIES, INC. (DULUTH GA)

FL

07/14/1998 - 07/09/2003

INTERSECURITIES, INC. (ST. PETERSBURG FL)

IA

01/04/1996 - 06/03/1998

AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)

Not sure if Kimberly Ann Scouller is right for you?

Licenses & Designations

BOTH

Issued 10/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/03/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/03/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Ann Scouller.
Not sure if Kimberly Ann Scouller is right for you?