Kimberly
Scouller

Transamerica Financial Advisors, Inc

CRD#2687207
Investment Advisor
in Alpharetta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kimberly Scouller is a financial advisor based in Alpharetta, Georgia, working with Transamerica Financial Advisors, Inc. Kimberly has previously held positions at Wfg, Transamerica Financial Advisors, Inc, Atlanta Neuroscience Institute, Plan Choice, Inc, Wealthwave Media, LLC, Kimberly A Scouller, Jade Law Offices Of Kim Scouller, How Money Works, LLC, and Wealthwave. Kimberly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia, New Jersey, North Carolina, and Texas. Currently, Kimberly is part of Transamerica Financial Advisors, Inc, which operates out of Alpharetta, Georgia. 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

3030 Royal Blvd. S Suite 200
Alpharetta, GA 30022

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

Total Assets Under Management

$1,619,430,178

GA Average: $1,855,561,029
Total Number of Employees

1,127

GA Average: 62
Total Number of Accounts

45,001

GA Average: 2,474
Average Account Size

$35,987

GA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kimberly Scouller Work History

2022 - Present (3 years)

Wealthwave Media, LLC

2018 - Present (7 years)

How Money Works, LLC

2017 - Present (8 years)

Wealthwave

2016 - Present (9 years)

Atlanta Neuroscience Institute

2016 - Present (9 years)

Atlanta Neuroscience Institute

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2007 - Present (18 years)

Wfg

2006 - Present (19 years)

Kimberly A Scouller, Jade Law Offices Of Kim Scouller

2019 - 2019 (< 1 year)

Plan Choice, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kimberly Scouller 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

Pamela Rodriguez Reiffert
San Antonio, TX
Jennifer Lewis
Cincinnati, OH
Sergio Xula
Villa Park, IL
Steven Smith
Portland, OR
Angel Vidal
Port Jefferson Station, NY
Donald Coombs
Concord, CA
Robin Corley
Falls Church, VA
Stephen Short
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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started