Meileh Coffey Burns
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
4 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
20 years in the industry.
- Big Property Ventures, LLCMay 2024 to now
- Blessed Integrity Group Holdings, LLCMay 2024 to now
- Integrity Trade Solutions LLCApr 2024 to now
- Paul Mcdonald Big BandAug 2017 to now
- Changed ChurchNov 2015 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- World Financial GroupAug 2007 to now
- Twin Star Group , LLCJan 2007 to now
- Prejem Real EstateMay 2005 to now
- Lspn Pro LLCApr 2024 to Nov 2025
- Freedom In Christ ChurchDec 2014 to Sep 2019
- Ricoh USAJan 2012 to Jun 2017
- Debtmerica ReliefJul 2008 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, NC, NJ, 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
- 5479444
- Firm CRD
- 16164