Gerald Lee Kane
Investment adviser representative at Transamerica Financial Advisors, LLC
32 yearsExperience
3 statesRegistered 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
32 years in the industry.
- Estate Plans USA, ApcSep 2024 to now
- Inheritguard, LLCApr 2024 to now
- Wfg DirectAug 2021 to now
- Student Optimum ServicesAug 2020 to now
- Blue Shield of CaliforniaFeb 2020 to now
- Transamerica Financial Advisors, LLCOct 2019 to now
- Virtuity Financial PartnersOct 2019 to now
- WfgiaJun 2019 to now
- Law Offices of Gerald L. KaneJan 1994 to now
- DebtmericaJul 2020 to Mar 2022
- Intervivos, PllcJan 2020 to Jun 2025
- Southern California National Academy of Elder Law Attorney BoardMar 2019 to Apr 2019
- Enlighten Finance LLCMay 2018 to Sep 2019
- Cssc Brokerage Services, Inc.Feb 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
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
- 2818092
- Firm CRD
- 16164