Brandon
Moore

Transamerica Financial Advisors, Inc

CRD#4622769
Investment Advisor
in Denver, CO

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About this Advisor

Brandon Moore is a financial advisor based in Denver, Colorado, working with Transamerica Financial Advisors, Inc. Brandon has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Massmutual Pacific Coast/Mml Investors Services LLC, Massmutual Boulder Basin/Mml Investors Services LLC, and Massmutual/Mml Investors Services LLC. Brandon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Brandon is part of Transamerica Financial Advisors, Inc, which operates out of Denver, Colorado. 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Denver, CO

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

CO Average: 62
Total Number of Accounts

45,001

CO Average: 2,474
Average Account Size

$35,987

CO Average: $750,025

Investment Advisory Services

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

Brandon Moore Work History

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

World Financial Group, Inc

2017 - 2020 (3 years)

Massmutual Pacific Coast/Mml Investors Services LLC

2017 - 2017 (< 1 year)

Massmutual Boulder Basin/Mml Investors Services LLC

2014 - 2017 (3 years)

Massmutual/Mml Investors Services LLC

Disclosures

Please visit the SEC profile of Brandon Moore 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

Pamela Rodriguez Reiffert
San Antonio, TX
Junwei Liu
West Covina, CA
Derek Thompson
New York, NY
Angel Vidal
Port Jefferson Station, NY
Jeremiah Schalk
Cincinnati, OH
Sergio Xula
Villa Park, IL
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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