Kevin Gene Mcdaniel
Investment adviser representative at Transamerica Financial Advisors, LLC
30 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- LegacyshieldMay 2024 to now
- NetlawJan 2019 to now
- Platt College Los Angeles LLCSep 2017 to now
- WealthwaveJan 2016 to now
- International Education CorporationJun 2012 to now
- United Realty Center, Inc. dba American Funding CenterFeb 2012 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Cmg MortgageMar 2010 to now
- Kevin Mcdaniel Financial Services dba Healthy,wealthy & WiseAug 2009 to now
- Mcdaniel Financial ServicesAug 2009 to now
- Wealthy & WiseAug 2009 to now
- WfgJun 2001 to now
- Citadel Law Offices & Estate PlanningAug 1996 to now
- Debtmerica, LLCAug 2012 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2249303
- Firm CRD
- 16164