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Gary Michael Whitman

Transamerica Financial Advisors, Inc.

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About Gary Michael Whitman

Gary Michael Whitman is a financial advisor associated with Transamerica Financial Advisors, Inc. Gary has been in the industry since December 14, 2011 and is currently registered with the state of Iowa and Massachusetts. Gary is a Series 66, Series 24, and Series 7 licensed individual who is also SIE certified. Gary has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, ALLSPRING FUNDS DISTRIBUTOR, LLC, and Wells Fargo Funds Management. Gary's experience provides a broad range of knowledge to help clients create a sound financial strategy.

Firm Information

Gary Whitman 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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Gary Whitman’s Registration & Firm History

IA

11/01/2024 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

MA

11/18/2015 - 06/25/2024

ALLSPRING FUNDS DISTRIBUTOR, LLC (BOSTON MA)

MA

04/22/2011 - 05/11/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 07/15/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Michael Whitman.
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