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Randall Keith Block

Transamerica Financial Advisors, Inc.

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About Randall Keith Block

Randall Keith Block is a financial advisor registered with Transamerica Financial Advisors, Inc. in Lexington, Kentucky. Randall has been in the industry since 2005 and has earned several licenses including Series 7, Series 26 and Series 66. Randall is also registered as an Investment Advisor Representative in Kentucky and North Carolina. Randall provides financial advice and portfolio management for individuals and other clients. The firm's main office is in St. Petersburg, Florida.

Firm Information

Randall Block 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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Randall Block’s Registration & Firm History

KY

02/03/2012 - Present

Transamerica Financial Advisors, Inc. (LEXINGTON KY)

GA

07/14/2005 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 07/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall Keith Block.
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