Kendal Ray Mccray
Investment adviser representative at Transamerica Financial Advisors, LLC
13 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
13 years in the industry.
- Az Tax Accounting and Consulting Services (az Tacs)Jul 2020 to now
- Nationwide Employee BenefitsFeb 2020 to now
- WealthwaveNov 2017 to now
- Arizona Department of Child SafetyOct 2016 to now
- Mccray Enterprises, LLCMar 2016 to now
- Transamerica Financial Advisors, IncOct 2014 to now
- World Financial Group, Inc.Mar 2013 to now
- DebtmericaJun 2019 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (AZ, 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
- 6404704
- Firm CRD
- 16164