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Alan R Wilde

Transamerica Financial Advisors, Inc.

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About Alan R Wilde

Alan Wilde is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Alan has been in the securities industry since 1993. Alan has a Series 6, Series 26, Series 63, and Series 65 license. Alan provides portfolio management for individuals and selection of other advisers. Alan has been registered with Transamerica Financial Advisors, Inc. since 2022. Alan has previously been registered with World Group Securities, Inc., WMA Securities, Inc., and Intersecurities, Inc. Alan also has experience in the insurance industry with Awesome Benefit Advisors and Awesome Insurance. Alan is active in business networking through Business Network International and Megasphere.

Firm Information

Alan Wilde is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Wilde’s Registration & Firm History

UT

02/16/2022 - Present

Transamerica Financial Advisors, Inc. (SO. JORDAN UT)

UT

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SO. JORDAN UT)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

05/11/1993 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 02/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alan R Wilde. Review regulatory record here.
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