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Holly Williamson

Transamerica Financial Advisors, Inc.

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About Holly Williamson

Holly Williamson is an Investment Advisor Representative at Transamerica Financial Advisors, Inc. Holly is licensed in Oregon and has been in the financial industry since September 2014. Holly specializes in providing financial advice to individuals and assisting with the selection of other advisors. Holly is committed to helping clients achieve their financial goals.

Firm Information

Holly Williamson 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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Holly Williamson’s Registration & Firm History

OR

01/30/2023 - Present

Transamerica Financial Advisors, Inc. (PORTLAND OR)

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Licenses & Designations

IA

Issued 12/13/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Holly Williamson.
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