AC
AC

Adina Coca

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
1031 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Financial Planning:Investment management only
Minimum Annual Fee:$35
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Location

1835 W. Orangewood Ave., Suite 102, Orange, CA, 92868

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adina sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, including health insurance. She also owns B & C Tax Service, Inc. and works as an agent for Word and Brown General Agency, selling group health insurance, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
September 2012 - Present · 13 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.