Gene
Clemor

Transamerica Financial Advisors, Inc

CRD#5657325
Investment Advisor
in Cerritos, CA

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About this Advisor

Gene Clemor is a financial advisor based in Cerritos, California, working with Transamerica Financial Advisors, Inc. Gene has previously held positions at Life Care Pharmacy, Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Life Link Health Home Agency, Team Alvarez Insurance Services, Univers Workplace Solutions, Populus Group-Molina Healthcare, Legacy Shield Solutions Inc, Molina Healthcare Inc, Clear Water Health Plans, Pinnacle Financial Services, and Golden Outlook. Gene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Gene is part of Transamerica Financial Advisors, Inc, which operates out of Cerritos, California. 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

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

19112 Gridley Road Suite 105
Cerritos, CA 90703

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CA Average: $1,855,561,029
Total Number of Employees

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gene Clemor Work History

2023 - Present (2 years)

Golden Outlook

2022 - Present (3 years)

Clear Water Health Plans

2022 - Present (3 years)

Pinnacle Financial Services

2014 - Present (11 years)

Molina Healthcare Inc

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2003 - Present (22 years)

World Financial Group, Inc

2021 - 2022 (1 year)

Legacy Shield Solutions Inc

2014 - 2014 (< 1 year)

Populus Group-Molina Healthcare

2013 - 2015 (2 years)

Team Alvarez Insurance Services

2013 - 2015 (2 years)

Univers Workplace Solutions

2012 - 2015 (3 years)

Life Link Health Home Agency

2004 - 2015 (11 years)

Life Care Pharmacy, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gene Clemor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Lawrence Okechukwu
Houston, TX
Anna Rinos
Thousand Oaks, CA
Junwei Liu
West Covina, CA
Pamela Rodriguez Reiffert
San Antonio, TX
Angel Vidal
Port Jefferson Station, NY
Steven Smith
Portland, OR
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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