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Sally King

Transamerica Financial Advisors, Inc.

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About Sally King

Sally King is a financial advisor with Transamerica Financial Advisors, Inc. in Plano, Texas. Sally has been in the industry since 2009 and is registered in Texas, Oregon, Massachusetts, Tennessee, and Illinois. Sally has Series 6 and SIE licenses. The firm has been operating since 1998 and manages over $1 Billion in assets. They specialize in providing investment advisory services to individuals and institutional clients. They offer a range of services including portfolio management, financial planning, and selection of other advisors. The firm's services include financial planning, securities trading, and investment management. They have a dedicated team of financial advisors who are committed to providing clients with personalized financial solutions.

Firm Information

Sally King 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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Sally King’s Registration & Firm History

TX

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (PLANO TX)

TX

02/03/2009 - 01/06/2012

WORLD GROUP SECURITIES, INC. (ROUND ROCK TX)

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Licenses & Designations

BC

Issued 08/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sally King.
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