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Shawn Edward Villalovos

Transamerica Financial Advisors, Inc.

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About Shawn Edward Villalovos

Shawn Edward Villalovos is a financial advisor with Transamerica Financial Advisors, Inc. Shawn has been a registered representative since 2000. Shawn has been actively working in the industry for over 23 years. Shawn's previous experience includes working with World Group Securities, Inc. and WMA Securities, Inc. Shawn holds Series 6, 63, 26 and 65 licenses. Shawn is also a Registered Investment Advisor (RIA) and is currently registered in Tennessee, California, New Jersey and Texas.

Firm Information

Shawn Villalovos 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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Shawn Villalovos’s Registration & Firm History

TN

05/11/2020 - Present

Transamerica Financial Advisors, Inc. (Murfreesboro TN)

CA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (AGOURA HILLS CA)

GA

03/28/2000 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/14/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Shawn Edward Villalovos. Review regulatory record here.
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