Menchu Ituralde
Investment adviser representative at Transamerica Financial Advisors, LLC
19 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
19 years in the industry.
- BookkeeperMar 2023 to now
- Residential Rental PropertyOct 2019 to now
- Jbc Group, LLCSep 2019 to now
- Transamerica Financial Advisors, IncMar 2019 to now
- WfgiaJun 2018 to now
- Marinduque Association of Southern CaliforniaJan 2024 to Jan 2024
- Noble Accounting, LLCAug 2021 to Sep 2022
- Ba, IncMar 2019 to Sep 2022
- San Gabriel Valley Council of GovernmentsSep 2005 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
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
- 7093439
- Firm CRD
- 16164