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Bethany Alas

Transamerica Financial Advisors, Inc.

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About Bethany Alas

Bethany Alas is a financial advisor with Transamerica Financial Advisors, Inc. in Westminister, Colorado. Bethany has been in the industry since 1998 and holds Series 6, 63 and 26 licenses, as well as a Series 65 registration. Bethany has worked in the financial services industry for many years and offers a variety of services to individuals and families. These services include portfolio management, financial planning and retirement planning. In addition to her financial advisor role, Bethany has experience working in the oil and gas industry.

Firm Information

Bethany Alas 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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Bethany Alas’s Registration & Firm History

CO

01/01/2025 - Present

Transamerica Financial Advisors, Inc. (Westminister CO)

GA

04/12/2002 - 12/04/2002

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

08/21/1998 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bethany Alas.
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