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Kevin Mcdaniel Email & Phone Number
Investment Advisor Representative
at
Transamerica Financial Advisors, Inc.
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Advisor Representative
Location
Orange, California, United States
Who is Kevin Mcdaniel? Overview
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Quick answer
Kevin Mcdaniel is listed as Investment Advisor Representative at Transamerica Financial Advisors, Inc., based in Orange, California, United States. AeroLeads shows a matched LinkedIn profile for Kevin Mcdaniel.
Kevin Mcdaniel previously worked as Investment Advisor Representative at Investment Advisors International, Inc. (Iai) and Investment Advisors Representative at Intersecurities, Inc. (Isi). Kevin Mcdaniel holds Bachelor Of Science - Bs, Finance, International Business from Brigham Young University.
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Email format at Transamerica Financial Advisors, Inc.
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Transamerica Financial Advisors, Inc.
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Profile bio
About Kevin Mcdaniel
As an Investment Advisor Representative with Transamerica Financial Advisors, Inc. I focus on helping people determine how much income they need for the retirement lifestyle they want. We are dedicated to creating financial roadmaps that allow people to pursue their goals in a tax-efficient manner. With 29 years of financial experience, and a clear understanding of how numbers work, I am committed to serving my clients with the integrity and knowledge they deserve. Transamerica Financial Advisors, Inc. (TFA), is a full-service, fully licensed, independent Broker/Dealer, Member FINRA, SIPC, MSRB and Registered Investment Advisor. TFA has served individuals, families and businesses for more than 30 years. We bring products, solutions, and professional money management, once reserved for the wealthy, to families from all walks of life.
Current workplace
Kevin Mcdaniel's current company
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Transamerica Financial Advisors, Inc.
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4 roles
Kevin Mcdaniel work experience
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Investment Advisor Representative
Securities and Investment Advisory Services for individuals and businessowners.We focus on helping individuals, families and businesses create, grow. manage and preserve wealth through a range of financial products and services.- Leadership- Training- Financial Education- Public Speaking- Sales and Marketing-------------------------------------------------------------------------------------------------------------------Kevin is registered and authorized to conduct business in 47 states for investment advisory services with his principal office in California for Broker-Dealer sales. Registered as an Investment Advisor representative for all states except TX, NC & NJ.Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation is not made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor. 3874740WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone: 770.453.9300TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 770.248.3271 www.sipc.org
Investment Advisor Representative
Investment Advisors International, Inc. (Iai)
Worked with Third Party Money Managers (TPMM) to bring high-net-worth style of active management and separately managed accounts (SMA) to regular people.
Jul 2006 - Jan 2012
Investment Advisors Representative
Intersecurities, Inc. (Isi)
Started with ISI as a registered rep in 1992. Worked at ISI and related companies that merged to become Transamerica Financial Advisors, Inc. (TFA). Became Investment Advisor Rep in 2004. Served as Branch Office Manager for ISI, IAI and TFA.
Jun 2004 - Aug 2006
1 education record
Kevin Mcdaniel education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Kevin Mcdaniel work for?
Kevin Mcdaniel works for Transamerica Financial Advisors, Inc..
What is Kevin Mcdaniel's role at Transamerica Financial Advisors, Inc.?
Kevin Mcdaniel is listed as Investment Advisor Representative at Transamerica Financial Advisors, Inc..
Where is Kevin Mcdaniel based?
Kevin Mcdaniel is based in Orange, California, United States while working with Transamerica Financial Advisors, Inc..
What companies has Kevin Mcdaniel worked for?
Kevin Mcdaniel has worked for Transamerica Financial Advisors, Inc., Investment Advisors International, Inc. (Iai), and Intersecurities, Inc. (Isi).
How can I contact Kevin Mcdaniel?
You can use AeroLeads to view verified contact signals for Kevin Mcdaniel at Transamerica Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Kevin Mcdaniel attend?
Kevin Mcdaniel holds Bachelor Of Science - Bs, Finance, International Business from Brigham Young University.
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