linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gary Lamont Willis

Transamerica Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gary? Claim Your Profile

About Gary Lamont Willis

Gary Lamont Willis is a financial advisor at Transamerica Financial Advisors, Inc., based in Riverside, CA. Gary has over 10 years of experience in the financial services industry, specializing in portfolio management for individuals and selection of other advisors. Gary has a Series 6, Series 63 and Series 65 license. Gary is also licensed to sell insurance products. Gary's other business activities include serving as an accountant for La Sierra University. Gary is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Gary Willis 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gary Willis’s Registration & Firm History

CA

06/01/2023 - Present

Transamerica Financial Advisors, Inc. (RIVERSIDE CA)

CA

04/27/2021 - 12/31/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (RIVERSIDE CA)

CA

02/26/2013 - 01/28/2020

TRANSAMERICA FINANCIAL ADVISORS, INC (RIVERSIDE CA)

Not sure if Gary Lamont Willis is right for you?

Licenses & Designations

IA

Issued 04/01/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Lamont Willis.
Not sure if Gary Lamont Willis is right for you?