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Robin Jay Bundy

Transamerica Financial Advisors, Inc.

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About Robin Jay Bundy

Robin Jay Bundy is a financial advisor with Transamerica Financial Advisors, Inc. Robin has been in the financial services industry since 1984. Robin is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Robin is also licensed in 27 states to sell securities and insurance.

Firm Information

Robin Bundy 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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Robin Bundy’s Registration & Firm History

NV

01/06/2023 - Present

Transamerica Financial Advisors, Inc. (LAS VEGAS NV)

NV

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (LAS VEGAS NV)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

01/28/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

GA

03/09/1984 - 11/19/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/13/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Robin Jay Bundy. Review regulatory record here.
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