James
Mayo
Transamerica Financial Advisors, Inc
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About this Advisor
James Mayo is a financial advisor based in Cullman, Alabama, working with Transamerica Financial Advisors, Inc. James has previously held positions at World Financial Group, Transamerica Financial Advisors, Inc, and Wealthwave. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, James is part of Transamerica Financial Advisors, Inc, which operates out of Cullman, Alabama. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Mayo Work History
Wealthwave
Transamerica Financial Advisors, Inc
World Financial Group
Disclosures
Please visit the SEC profile of James Mayo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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