Kevin
Mcdaniel
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Mcdaniel is a financial advisor based in Orange, California, working with Transamerica Financial Advisors, Inc. Kevin has previously held positions at Wfg, Citadel Law Offices & Estate Planning, Cmg Mortgage, Transamerica Financial Advisors, Inc, Mcdaniel Financial Services, International Education Corporation, Debtmerica, LLC, United Realty Center, Inc Dba American Funding Center, Wealthy & Wise, Platt College Los Angeles LLC, Legacyshield, Kevin Mcdaniel Financial Services Dba Healthy, Wealthy & Wise, Netlaw, and Wealthwave. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kevin is part of Transamerica Financial Advisors, Inc, which operates out of Orange, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Mcdaniel Work History
Legacyshield
Netlaw
Platt College Los Angeles LLC
Wealthwave
Transamerica Financial Advisors, Inc
International Education Corporation
United Realty Center, Inc Dba American Funding Center
Cmg Mortgage
Mcdaniel Financial Services
Wealthy & Wise
Kevin Mcdaniel Financial Services Dba Healthy,Wealthy & Wise
Wfg
Citadel Law Offices & Estate Planning
Debtmerica, LLC
Disclosures
Please visit the SEC profile of Kevin Mcdaniel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Cedar Rapids, IA
Concord, CA
Villa Park, IL
Englewood, CO
Port Jefferson Station, NY
New York, NY
Falls Church, VA
Ontario, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
