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Christina Guevara

Transamerica Financial Advisors, LLC
22 Years of Experience
Frisco, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christina Guevara is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Frisco, TX, with 22 years of industry experience. Christina 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.

Transamerica Financial Advisors, LLC
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
—
View Full SEC Brochure

Location

2591 Dallas Pkwy Suite 300, Office 50, Frisco, TX, 75034

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History

Regulatory History (1)
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
February 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christina is involved in sales of insurance and non-insurance products for Transamerica Financial Advisors-affiliated companies, and is a referral partner for LSPN Pro and Student Optimum Services. She also serves as a partner/office manager for GVZ & Associates, secretary for DC Capital Partners, Inc., and president of Prosperity Financial Inc., which is a pass-through entity for her WFG business.

Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Investment Advisors International, INC.
March 2009 - January 2012 · 2 yrs 10 mos
World Group Securities, INC.Broker
February 2004 - January 2012 · 7 yrs 11 mos
State Registrations5 states
CAIDNCTXWA
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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