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Victor Salvador

30 Years of Experience
Oakbrook Terrace, IL
2 DisclosuresBrokerSells Insurance

Victor Salvador is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Oakbrook Terrace, IL, with 30 years of industry experience. Victor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Trans Am Plaza, Oakbrook Terrace, IL, 60181

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2006
Denied
Customer Dispute
April 2003
Closed-No Action
Other Business ActivitiesSells Insurance

Victor is involved in several business activities, including sales of insurance and non-insurance products, social security analysis, financial literacy education, event organization, health insurance brokerage, life insurance and annuity sales, property management, college planning, payroll administration, and tax preparation. He dedicates a significant amount of time to life insurance and annuity sales (full-time), with other activities taking up varying amounts of his time.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
February 2014 - Present · 12 yrs 8 mos
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
World Group Securities, INC.Broker
April 2002 - January 2012 · 9 yrs 9 mos
Wma Securities, INC.Broker
August 1996 - April 2002 · 5 yrs 8 mos
State Registrations4 states
CAFLILKY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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