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William Ernest Barnett

Transamerica Financial Advisors, Inc.

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About William Ernest Barnett

William Ernest Barnett is a financial advisor with Transamerica Financial Advisors, Inc. William has been in the industry since 2005. William has offices in Jacksonville, FL. William is licensed to advise in Florida, Georgia and Maryland. William is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). William is a Series 6, Series 63 and Series 65 licensed professional. William offers a variety of financial services, including investment advisory services and investment company products. William specializes in retirement planning and insurance. William works with individuals, families, trusts, and businesses.

Firm Information

William Barnett 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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William Barnett’s Registration & Firm History

FL

04/16/2018 - Present

Transamerica Financial Advisors, Inc. (JACKSONVILLE FL)

FL

01/06/2012 - 04/05/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (JACKSONVILLE FL)

FL

08/12/2005 - 01/06/2012

WORLD GROUP SECURITIES, INC. (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 04/14/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Ernest Barnett. Review regulatory record here.
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