Steven Coute
Investment adviser representative at Transamerica Financial Advisors, LLC
22 yearsExperience
4 statesRegistered in
ChFC®Designation
$2.1BFirm assets
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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
22 years in the industry.
- Chino Valley Young MarinesOct 2015 to now
- Transamerica Financial Advisors, LLCJan 2012 to now
- WfgiaJun 2009 to now
- Sc DistributingSep 2007 to now
- Rental Property - Steven CouteNov 2002 to now
- Emergency Management Team (emt)Aug 2018 to Sep 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
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
- 5711259
- Firm CRD
- 16164