Financial ADVSR advisor directory · SEC adviser records
Transamerica Financial Advisors, LLC financial advisors in Fort Myers, FL
Every SEC-registered investment adviser representative at a Transamerica Financial Advisors, LLC office in Fort Myers, A to Z.
The short answer
6 registered advisors work at Transamerica Financial Advisors, LLC in Fort Myers, out of 1,006 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Transamerica Financial Advisors, LLC advisors in Fort Myers, A to Z
Every Transamerica Financial Advisors, LLC advisor →- William R. CarlsonAlso a broker rep
- Valerie GomesInvestment adviser rep
- Dave IannoneAlso a broker rep
- Victoria V. Luzardo OcandoInvestment adviser rep
- David PikopAlso a broker rep
- Eric B. SomodioAlso a broker rep
Transamerica Financial Advisors, LLC advisors in every city and state →Transamerica Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Transamerica Financial Advisors, LLC advisors in other cities
Bellevue, WA 36Houston, TX 33Las Vegas, NV 31Plano, TX 31Portland, OR 29Alpharetta, GA 28Cedar Rapids, IA 26Centennial, CO 26Cincinnati, OH 26Irvine, CA 25Pleasanton, CA 25San Jose, CA 23So. Jordan, UT 23Alviso, CA 22Orange, CA 16
Other firms in Fort Myers
All Fort Myers advisors →Morgan Stanley 32LPL Financial LLC 23Wells Fargo Advisors Financial Network, LLC 23Ameriprise Financial Services, LLC 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Park Avenue Securities LLC 16Raymond James & Associates, Inc. 15Raymond James Financial Services Advisors, Inc. 15Wells Fargo Clearing Services, LLC 15Stifel, Nicolaus & Company, Incorporated 13Cetera Investment Advisers LLC 12Oppenheimer & Co. Inc. 11
Questions
How many financial advisors does Transamerica Financial Advisors, LLC have in Fort Myers?
6 investment adviser representatives are registered at Transamerica Financial Advisors, LLC offices in Fort Myers, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,006 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Transamerica Financial Advisors, LLC one of the largest advisor employers in Fort Myers?
Transamerica Financial Advisors, LLC ranks number 20 in Fort Myers by registered advisors; Morgan Stanley has the most, with 32.
How do I check a Transamerica Financial Advisors, LLC advisor in Fort Myers?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Transamerica Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.