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Timothy Wayne Wooten

Transamerica Financial Advisors, Inc.

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About Timothy Wayne Wooten

Timothy Wayne Wooten is a registered investment advisor representative with Transamerica Financial Advisors, Inc. based in Portland, OR. Timothy has been in the financial industry since 1997. He has held previous positions at WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC.. Timothy is a licensed investment advisor representative in Oregon and Washington. He has passed the Series 6, 63, 26 and 65 exams. Timothy also holds an active insurance license. Timothy is affiliated with Transamerica Financial Advisors, Inc. and has been with the firm since 2012. He has been actively involved in the financial industry for over 25 years. Timothy is a member of MD'S LLC and is also the Student Ministry Director for WESTSIDE COMMUNITY CHURCH. He is a strong believer in providing his clients with personalized service. Timothy is dedicated to helping his clients achieve their financial goals.

Firm Information

Timothy Wooten 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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Timothy Wooten’s Registration & Firm History

OR

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (PORTLAND OR)

GA

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

04/11/1997 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/15/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Wayne Wooten. Review regulatory record here.
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