Gary
Whitman
Transamerica Financial Advisors, LLC
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About this Advisor
Gary Whitman is a financial advisor based in Cedar Rapids, Iowa, working with Transamerica Financial Advisors, LLC. Gary has previously worked at Wells Fargo Funds Management, Allspring Global Investment Holdings, LLC, Wfgia, and Transamerica Financial Advisory. Gary has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Massachusetts. Currently, Gary is part of Transamerica Financial Advisors, LLC, which has 260 offices and 1,054 employees. The firm manages $1.7 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, LLC Brokerage Details
$1,730,669,809
1,054
42,440
$40,779
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gary Whitman Work History
Wfgia
Transamerica Financial Advisory
Allspring Global Investment Holdings, LLC
Wells Fargo Funds Management
Disclosures
Please visit the SEC profile of Gary Whitman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, LLC
Flushing, NY
Flushing, NY
Columbia, MD
San Carlos, CA
Bellevue, WA
Plano, TX
Fresno, CA
Englewood, CO
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